Click "Send Checkup" or click any empty day on the calendar:
Click "Send Checkup" or click any empty day on the calendar:
Screenshot: Create checkup dialog
Show: "Request Checkup" modal with template dropdown selected, delivery method options, and "Create Checkup" button
public/docs/create-checkup.png
Three delivery options:
Sends now, client fills it in at their convenience
Send on a specific date
Automatically sends on the configured schedule
Screenshot: Checkups calendar
Show: monthly calendar with checkups on various days, green (completed) and yellow (pending) status dots, "Send Checkup" button visible
public/docs/checkups-calendar.png
Stay on top of every client's progress
Automated checkups, templates, and approval workflows.
Get Started Free