Help Centre

Check-ins

Reviewing check-ins

The review inbox, keyboard shortcuts, the review workspace, structured feedback, and snippets.

All submitted check-ins land in the Check-ins inbox. The workflow is built so a stack of Sunday-night submissions is cleared in one focused session.

The inbox

Filter by frequency (all, daily, weekly, monthly, quarterly) and by pending-only. Sort by client, submitted date, or waiting time - so the client who's been waiting longest is at the top. Expand any row inline to skim answers and photos without leaving the list, or open the full review workspace.

Need to clear several dailies at once? Enter select mode, tick the rows, and mark reviewed in batch.

Keyboard shortcuts

The inbox and workspace are fully keyboard-driven:

| Where | Key | Action | | --- | --- | --- | | Inbox | Up / Down | Move between rows | | Inbox | Enter | Expand / collapse row | | Inbox | R | Mark reviewed | | Inbox | Space | Toggle selection (select mode) | | Workspace | Cmd/Ctrl + Enter | Save feedback and mark reviewed | | Workspace | Cmd/Ctrl + S | Save feedback only | | Workspace | Left / Right | Previous / next check-in in your queue |

The review workspace

One screen holds everything: the submission (rendered exactly as the client saw the form), progress photos with side-by-side comparison against any previous week, metric trends with deltas coloured by each field's trend direction, and the client's habit compliance. Open several check-ins as a queue and step through them with arrow keys - marking one reviewed advances to the next.

Structured feedback

Each review produces three layers:

  1. Summary - what the client reads first
  2. Action items - an ordered, reorderable list for the week; clients can tick them off
  3. Internal notes - visible only to you, never the client

Snippets are reusable text blocks (up to 50, each up to 2,000 characters) for guidance you give often - insert one into whichever field you're writing and edit from there.