Checking in with people in your organization
Here are a few steps that you can follow to ensure your next Check In runs seamlessly:
- 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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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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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, email and/or in-app notification.
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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.
If you need any help along the way, pop us an email at hello@namesandfaces.com.