Schedule: your check-in calendar
How the Schedule tab works, what shows up there, and how to use revisit reminders.
The Schedule tab is your forward-looking view of everything that needs to happen. It shows upcoming milestone check-ins, annual reviews, and any revisit commitments you made at the end of a check-in — all in date order.
What appears on the schedule
- 30, 60, and 90-day milestone check-ins auto-scheduled from hire dates.
- Annual check-ins scheduled on each staff member's hire anniversary.
- Revisit reminders — set at the end of any check-in when you commit to a follow-up date.
Overdue items
Check-ins that have passed their scheduled date but have not been completed appear as overdue on the schedule. Address these as soon as possible — overdue milestones are a signal that someone may not be getting the development attention they need.
Delegating a check-in
As an owner or GM, you can delegate a scheduled milestone check-in to a manager. The check-in will appear on the manager's schedule instead. Delegation is useful when a manager is closer to a staff member's day-to-day work and better positioned to have the conversation.
Revisit commitments
When you complete a check-in and note a follow-up item — check back on training progress in two weeks, for example — set a revisit date. It appears on your schedule as a reminder. Tap it to open the original check-in for context before the follow-up conversation.
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