Keep Your Promises Visible
When you tell a member "I'll call you Thursday", Metaintro can hold on to that for you. There are a few ways to set it, depending on where you are.
Option 1: Add a Follow-Up When You Log a Check-In
After a call or message, select Log check-in on the member's profile. Fill in the date, method, direction and note, then choose a date in Next follow-up. Select Log Check-In to save.
Option 2: Schedule a Check-In
Select the + button at the top of any page, choose Schedule check-in, then pick the person.
Option 3: Set a Next Action
On the member's Details tab, find Next action and select Set. You can also choose Set next action from the + Actions menu. If the member has nothing pending, it says Nothing owed right now.
Option 4: Add a Task
Choose Add task from the + Actions menu, then pick the person, to track a to-do for that member.
Where Follow-Ups Show Up
Your Home screen shows how many items are Overdue and Due this week, so start each day there.
Frequently Asked Questions
Is Next follow-up required?
No, it is optional on the Log check-in form.
Where can I see everyone's next action?
Settings, Members shows every member in a table with their last contact date and next action.
Can I get my queue by email?
Yes. Turn on the daily digest from the Getting started checklist on Home to get tomorrow's queue by email.
What to do next
Need Help?
If a follow-up is not showing where you expect, email support@metaintro.com.