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automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":78,"body":139,"description":410,"extension":411,"links":412,"meta":413,"navigation":414,"path":79,"seo":415,"stem":80,"__hash__":416},"docs_en\u002Fen\u002F4.check-ins-and-progress\u002F4.reviewing-check-ins.md",{"type":140,"value":141,"toc":401},"minimark",[142,146,152,162,167,193,208,217,220,246,250,260,266,269,287,293,296,300,313,331,337,340,344,361,364,371,377,380,384,392,398],[143,144,145],"p",{},"Read what your clients send you, reply with clear next steps, and mark each review complete so nothing slips through.",[147,148],"guide-video",{"library-id":149,"title":150,"video-id":151},"757500","Reviewing check-ins video guide","098282bc-79ae-4f1f-9b9e-0058bb7a2913",[153,154,155,159],"details",{},[156,157,158],"summary",{},"Read video transcript",[143,160,161],{},"Open the Review queue and select the check-in you want to read. Read the answers and compare them with the previous check-in. When you are done, select Mark reviewed.",[163,164,166],"h2",{"id":165},"open","1. Start with the review queue",[143,168,169,170,174,175,178,179,182,183,182,185,188,189,192],{},"Open ",[171,172,173],"strong",{},"Inbox → Check-ins",". ",[171,176,177],{},"Review"," is the starting view for submissions waiting for your attention. Use ",[171,180,181],{},"All",", ",[171,184,177],{},[171,186,187],{},"Missed"," and ",[171,190,191],{},"Done"," to change the list.",[143,194,195,196,199,200,203,204,207],{},"Use ",[171,197,198],{},"Check-in form"," or ",[171,201,202],{},"Check-in day"," to narrow the results. The form filter searches your forms and adds a removable chip for each one; ",[171,205,206],{},"Clear"," removes them all. Counts cover the inbox and may differ from the filtered list. If you cannot find a submission, check the selected view and filters before assuming it is missing.",[143,209,210],{},[211,212],"img",{"alt":213,"height":214,"src":215,"width":216},"Check-in inbox filtered to the Weekly check-in form, showing two submissions from Mark Fox in the Review view.",720,"\u002Fguides\u002Freviewing-check-ins\u002F01-review-queue.png",1280,[143,218,219],{},"Filter the queue to one form when you want to review similar submissions together.",[143,221,222,223,226,227,188,230,188,233,236,237,240,241,245],{},"The list shows each client's name, how long ago they submitted, and their form. Selecting a client's name opens their profile; select the row itself to read the submission. Use ",[171,224,225],{},"Select all"," to select the visible page for bulk actions. When the list grows past one page, use ",[171,228,229],{},"Previous",[171,231,232],{},"Next",[171,234,235],{},"Results per page"," to move through it. Select ",[171,238,239],{},"Export"," to download the current filter results as ",[242,243,244],"code",{},"check-ins.csv",".",[163,247,249],{"id":248},"read","2. Read the submission in context",[143,251,252,253,188,256,259],{},"Select a submitted check-in. Confirm the client, form and submitted date, then read the answers and open any relevant photos or attachments. ",[171,254,255],{},"Early",[171,257,258],{},"Late"," labels describe timing, not the quality of the client's progress. A submission sent on a different day than expected names both the check-in date and the submitted date.",[143,261,262],{},[211,263],{"alt":264,"height":214,"src":265,"width":216},"Selected check-in from Mark Fox showing the question, both answers side by side with the previous submission, and the Mark reviewed action.","\u002Fguides\u002Freviewing-check-ins\u002F02-submission-detail.png",[143,267,268],{},"Read the answers, check the comparison, then decide on feedback.",[143,270,271,272,275,276,279,280,283,284,245],{},"Where ",[171,273,274],{},"Compared with"," is available, choose another submission to compare answers, metrics and plans side by side. Your ",[171,277,278],{},"Always show comparison"," setting controls whether the previous check-in opens automatically; find it under your account menu in ",[171,281,282],{},"Settings → General",". Check the selected date before comparing answers. When the client has no earlier submission, the comparison reads ",[171,285,286],{},"No check-in to compare",[143,288,289],{},[211,290],{"alt":291,"height":214,"src":292,"width":216},"Compared with dropdown listing earlier submissions by date, with the most recent one selected.","\u002Fguides\u002Freviewing-check-ins\u002F05-comparison-options.png",[143,294,295],{},"Earlier submissions are listed by date with their timing, so pick the one you want to compare against.",[163,297,299],{"id":298},"reply","3. Send focused feedback",[143,301,302,303,306,307,309,310,312],{},"Select ",[171,304,305],{},"Message"," and write in ",[171,308,305],{},". Acknowledge what the client shared, explain the next step, and ask a clear question if you need more information. The ",[171,311,305],{}," action only appears for clients you can message; where it is missing, messaging access or client eligibility may be the reason.",[143,314,315,316,319,320,323,324,174,327,330],{},"You can attach a file, image or video, add a GIF, or record audio where supported. Review the recipient and attachments, wait for uploads to finish, then select ",[171,317,318],{},"Send reply",". On success, ",[171,321,322],{},"Reply sent"," confirms that the message is available in ",[171,325,326],{},"Messages",[171,328,329],{},"Cancel"," closes the reply without sending. Your sent reply stays visible on the check-in, so you can see what you already told the client.",[143,332,333],{},[211,334],{"alt":335,"height":214,"src":336,"width":216},"Reply composer with a short feedback draft about training consistency, attachment controls, Cancel and Send reply.","\u002Fguides\u002Freviewing-check-ins\u002F03-reply-composer.png",[143,338,339],{},"Review your feedback and attachments before selecting Send reply. This example is an unsent draft.",[163,341,343],{"id":342},"complete","4. Mark the review complete",[143,345,346,347,350,351,353,354,356,357,360],{},"When you have finished reviewing, select ",[171,348,349],{},"Mark reviewed",". The submission moves from ",[171,352,177],{}," to ",[171,355,191],{},", and the action becomes ",[171,358,359],{},"Mark not reviewed"," if you need to return it to the review queue. You can also mark a submission reviewed straight from its row without opening it.",[143,362,363],{},"Sending a reply and marking reviewed are separate actions. A reply does not mark the check-in reviewed, and marking reviewed does not send feedback.",[143,365,366,367,370],{},"To finish several submissions at once, select their checkboxes and choose ",[171,368,369],{},"Mark as completed",". With more than one page of results, you can select every matching check-in across pages. Use bulk completion only after reviewing each selected submission.",[143,372,373],{},[211,374],{"alt":375,"height":214,"src":376,"width":216},"Two selected submissions with the Mark as completed bulk action available.","\u002Fguides\u002Freviewing-check-ins\u002F04-bulk-selected.png",[143,378,379],{},"Bulk actions apply to every submission you selected, so review each one first.",[163,381,383],{"id":382},"missed","5. Follow up on missed check-ins",[143,385,386,388,389,391],{},[171,387,187],{}," lists expected check-ins that were not submitted. Opening a missed item acknowledges it for attention counts; it does not create a submission, and the item can remain in ",[171,390,187],{},". A missed item shows who missed it, which form was expected, and when it was due.",[143,393,394,395,397],{},"A missed item has no submitted answers to reply to or mark reviewed. Open the client's profile or ",[171,396,326],{}," to follow up, and check their assigned form and schedule if the expectation looks wrong.",[143,399,400],{},"Screenshots show the English interface. Your data and available features may differ.",{"title":402,"searchDepth":403,"depth":403,"links":404},"",2,[405,406,407,408,409],{"id":165,"depth":403,"text":166},{"id":248,"depth":403,"text":249},{"id":298,"depth":403,"text":299},{"id":342,"depth":403,"text":343},{"id":382,"depth":403,"text":383},"Review a client's submission, send useful feedback, and keep track of what still needs your attention.","md",null,{},true,{"title":78,"description":410},"A8bGEl_fAMv6izdhKeMPikQx563r91L5WxivcExSk0Y",[418,420],{"title":74,"path":75,"stem":76,"description":419,"children":-1},"Review your client's blood work in Kahunas.",{"title":82,"path":83,"stem":84,"description":421,"children":-1},"Build a daily habits form, choose how clients answer, assign it and review their progress.",1792652753512]