How to run a Check In

Checking in with people in your organization

Here are a few steps that you can follow to ensure your next Check In runs seamlessly:

  1. Tap '+ Create Check In' - you can create your own template or use an existing template. If you select a new template, you'll be prompted to name it and write a message. Once you're happy with your message, tap 'Next'.
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  2. You'll need to decide who you'd like the Check In to be sent to. It could be everyone in the organization, only people in a certain category, or individuals. 
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  3. The next step is to choose if you'd like to receive a response and if so which response. You can also decide how you'd like the Check In to be communicated - SMS and/or email.
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  4.  

    If you'd like Emergency numbers to be made available to your team, all you have to do is add a contact name and number. And that's it. You're ready to start your Check In.

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    If you need any help along the way, pop us an email at hello@namesandfaces.com.