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'.



  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. 


  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, email and/or in-app notification.


  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.

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