Skip to content
Log inSign up
Templates
Create client check-in task and update client board

Create client check-in task and update client board

Your weekly check-in responses arrive uncaptured, leaving coaches without context to prep or follow up. It tags contacts and moves cards so coordinators see status same day.

Create client check-in task and update client board

Overview

If weekly check-ins don't land in your client board, coaches lack context and follow-ups slip. This flow tags the contact and updates the client card so coordinators see status and notes same day.

Create client check-in task and update client board