How to Set Up a Recurring Client Check-In in Quilia Automations

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Set up a check-in that runs on its own. In Automations, create a new automation, pick who it goes to, set when it starts and how often it repeats, then write the message in your own words.

Each client gets a text from your firm, and when they reply, ℚ adds what they say to the case.

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Transcript

Here's how to set up a check-in that runs on its own. In Automations, click New automation, and pick who it goes to, like every client in treatment. Set when it starts, say seven days after the case opens, and set it to repeat every seven days. For a busy case, make it every day. Then write the message in your own words. Each client gets a text from your firm. When they reply, ℚ adds what they say to the case. Set it up once, and every client hears from you between calls.