Help Guide › Reseller
On any client, Check in offers messages to pick from — how they're getting on, what they're working towards, a restock nudge, an opener for someone who's gone quiet.
Each is filled in from that client's own record, and editable before it goes. It sends on whatever they use: text, WhatsApp and email open already written; Telegram and Signal can't open with a message ready, so it's copied for you to paste.
Messages are signed with your business card, not the person you buy from. Your clients are yours.
Check in with someone and they drop off Needs a Check-In for two weeks.