How to Log a Check-In

Why Logging Matters

A quick log turns every conversation into part of the member's story. It keeps Last contacted accurate and stops people slipping through the cracks.

Pick whichever is closest:

On a member's Details tab, select Log check-in.
On the Home screen, select Log check-in next to anyone in Gone quiet or Not search-ready.
Select the + button at the top of any page, choose Log check-in, then pick the person.

The form shows the member's name and asks for:

Date: when the contact happened.
Method: how you were in touch. Choose from Email, Phone, Text, Discord, In person or Video call.
Direction: I reached out, or They reached out.
Note: what you talked about.
Next follow-up (optional): when you will be back in touch.

Select Log Check-In, or press Command + Enter on a Mac or Ctrl + Enter on Windows. Press Esc or select Back to cancel.

What if the member contacted me first?

Set Direction to They reached out.

Do I have to set a follow-up?

No, it is optional. Setting one is the easiest way to remember what you owe the member next.

Is there a way to plan a check-in ahead of time?

Yes. Choose Schedule check-in from the + Actions menu.

If a check-in does not save, email support@metaintro.com with the member's name and the time you tried.