Scheduling check-ins

A schedule belongs to the client, not the form, so ten clients can share one weekly form with ten different due days.

Setting the schedule

When you give a client a form, or later from their setup:

• Every week, or every N weeks (up to every 52 weeks): pick the due day and time, and for longer cadences the date it starts from.
• Daily: a daily form reads "Every day" and has no due day or time.

Each scheduled form also has an opening time: by default the start of its due day. Open it earlier if your clients like to send their check-in the night before.

Late, missed and skipped

With late sending on (the default), a check-in that hasn't arrived by its due time is late until the next one of the same form opens. Then it's missed. With late sending off, it's missed as soon as its due time passes, and the client's app says it's closed until the next one opens.

Clients can tap Skip for a check-in, or I sent it another way if they sent it on WhatsApp or by email. Sent another way counts as sent straight away; if it never arrived, mark it not received and it becomes missed. You can also excuse a check-in, and an excused one never counts against them.

What a check-in covers

A check-in covers the days since the last one of the same form the client sent, up to its own day. If they miss a week, the next check-in covers both, so nothing falls through.

How reminders behave

• Clients get a reminder email on the day a check-in is due, in their own timezone.
• If they've already sent it, or said what happened, there's no reminder.
• Daily forms never send reminder emails. Their entries are on the client's Home instead.

On your dashboard

Home groups clients by what they need. A client whose check-in is late or missed shows in Needs a nudge with one line: what happened with their latest check-in, and how many they've missed before it.