Meeting Check-in is how you record what happened when you visit a client. Meeting Completion is how Rithm marks that visit as successfully done\u2014so your schedule, client history, and Auto-Scheduler stay accurate.<\/p>\n\n\n\n
Think of it this way:<\/p>\n\n\n\n
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Check In<\/strong> = \u201cI was there. Here\u2019s who I saw and what happened.\u201d<\/li>\n\n\n\n
Completion<\/strong> = \u201cThis visit counts as a successful meeting.\u201d<\/li>\n<\/ul>\n\n\n\n
In everyday use, these work together. When you finish a call, you open Check In<\/strong>, tap a few quick choices, add optional notes, and tap Completed<\/strong>. Rithm then decides whether the visit is fully completed or simply recorded.<\/p>\n\n\n\n\n\n\n\n
What is it?<\/h2>\n\n\n\n
Why it matters<\/h3>\n\n\n\n
As a salesperson, your day is full of stops: scheduled meetings, walk-ins, and group visits at the same office. Check-in turns each stop into a clear record that helps you and Rithm:<\/p>\n\n\n\n
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Remember who you spoke with and what you covered<\/li>\n\n\n\n
Update the client\u2019s last visit<\/strong> date<\/li>\n\n\n\n
Keep your schedule honest (completed meetings show as done)<\/li>\n\n\n\n
Guide Auto-Scheduler so future visits are spaced correctly<\/li>\n\n\n\n
Build a history you can review before the next call<\/li>\n<\/ul>\n\n\n\n
Without check-in and completion, Rithm may keep suggesting visits that you already made\u2014or lose track of what happened at an account.<\/p>\n\n\n\n
Check In (the form)<\/h3>\n\n\n\n
When you tap a checkmark or a Check In<\/strong> button, Rithm opens a short form titled Check In<\/strong>. On that screen you can:<\/p>\n\n\n\n
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See the client name, specialty, address, and current time<\/li>\n\n\n\n
Review Client Notes<\/strong> and Last Visit Notes<\/strong><\/li>\n\n\n\n
Select Who did you see?<\/strong> (for example, Doctor, Front Desk)<\/li>\n\n\n\n
Select an Outcome<\/strong> (for example, Discussed Product, Sampled)<\/li>\n\n\n\n
You must choose at least one person and\/or outcome before you can save.<\/p>\n\n\n\n
Completion (the result)<\/h3>\n\n\n\n
After you save, Rithm shows one of two results:<\/p>\n\n\n\n
Result<\/th>
What it means<\/th><\/tr><\/thead>
Visit Completed<\/strong><\/td>
The visit counts as a successful meeting. The schedule checkmark turns on, and the client\u2019s last-visit information updates.<\/td><\/tr>
Visit Recorded<\/strong><\/td>
Your notes were saved, but the visit is not<\/strong> marked as fully completed\u2014usually because you selected Nobody (busy)<\/strong> or No Access<\/strong>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
What Check In is not<\/em><\/h3>\n\n\n\n
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It is not<\/strong> the same as scheduling a meeting (that\u2019s adding or editing a visit on your calendar).<\/li>\n\n\n\n
It is not<\/strong> navigation (use Navigate<\/strong> to open maps\/directions).<\/li>\n\n\n\n
It does not<\/strong> require GPS check-in or a photo.<\/li>\n\n\n\n
It does not<\/strong> require a pre-scheduled meeting\u2014you can check in from a client even if nothing is on today\u2019s calendar (Rithm can create a short background visit for you).<\/li>\n<\/ul>\n\n\n\n\n\n\n
Web UI<\/span>Mobile UI<\/span><\/div>
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Where to find it (Web)<\/h2>\n
You can start Check In from several places in the web app. Use whichever matches how you\u2019re working that day.<\/p>\n
1. Schedule (most common for a planned day)<\/h3>\n\n
Open Schedule<\/strong> from the main menu.<\/li>\n
Find the meeting in your agenda or day\u2019s list.<\/li>\n
Tap the circular checkmark<\/strong> next to the client (tooltip: Completed<\/strong>).<\/li>\n<\/ol>\n
If the meeting is not yet done, this opens the Check In<\/strong> form. If it is already completed, tapping the checkmark again clears completion (without reopening the form).<\/p>\n
2. Route \/ next stop<\/h3>\n
When you\u2019re working a route on Schedule:<\/p>\n
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Open Schedule<\/strong> and use route mode so the next-stop card appears.<\/li>\n
On the Next Stop<\/strong> card, tap Check In<\/strong> (next to Navigate<\/strong>).<\/li>\n<\/ol>\n
This opens the same Check In form for that stop.<\/p>\n
3. Clients list<\/h3>\n\n
Open Clients<\/strong> (sometimes labeled Accounts<\/strong>, depending on your setup).<\/li>\n
Find the client row.<\/li>\n
Tap the checkmark action on that row (Check In<\/strong> \/ Completed<\/strong>).<\/li>\n<\/ol>\n
Use this for walk-ins or when you\u2019re already on the Clients screen.<\/p>\n
4. Client detail<\/h3>\n\n
Open a client from the Clients list.<\/li>\n
In the header actions (near Call \/ Navigate), tap Check In<\/strong> (or Completed<\/strong> if already done today).<\/li>\n<\/ol>\n\n
How to use it (Web)<\/h2>\n
Step-by-step: Check in after a visit<\/h3>\n\n
Open Check In<\/strong> from Schedule, Route, Clients, or Client detail (see above).<\/li>\n
Review the header<\/strong> \u2014 Confirm you\u2019re on the right client. You\u2019ll see the name, optional specialty, address (or Unknown location<\/strong>), and a timestamp.<\/li>\n
Read any warnings or notes<\/strong><\/li>\n<\/ol>\n
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If the account is marked do-not-visit, you\u2019ll see: Warning: This client is marked as Do not visit.<\/strong><\/li>\n
Review Client Notes<\/strong> (read-only here; use the edit link if you need to change them).<\/li>\n
Review Last Visit Notes<\/strong> and the Last visit<\/strong> time at the bottom.<\/li>\n
Tap View History \u2192<\/strong> if you want prior visit context before you choose outcomes.<\/li>\n<\/ul>\n\n
Select Who did you see?<\/strong> (tap one or more buttons)<\/li>\n<\/ol>\n
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Doctor<\/strong><\/li>\n
Office Manager<\/strong><\/li>\n
Nurse \/ MA<\/strong><\/li>\n
Front Desk<\/strong><\/li>\n
Nobody (busy)<\/strong><\/li>\n<\/ul>\n\n
Select Outcome<\/strong> (tap one or more buttons)<\/li>\n<\/ol>\n
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Discussed Product<\/strong><\/li>\n
Sampled<\/strong><\/li>\n
Left Information<\/strong><\/li>\n
Follow-up Needed<\/strong><\/li>\n
Lunch Only<\/strong><\/li>\n
No Access<\/strong><\/li>\n<\/ul>\n\n
Add Quick Notes (optional)<\/strong> \u2014 Type takeaways in the box. Placeholder text: Visit takeaways, samples dropped, etc.<\/em><\/li>\n
Tap Completed<\/strong> at the bottom (the button stays disabled until at least one button is selected). While saving, it may show Saving\u2026<\/strong><\/li>\n
Visit Recorded<\/strong> = logged, but not fully completed (typically Nobody (busy)<\/strong> or No Access<\/strong>)<\/li>\n<\/ul>\n\n
Tap Done<\/strong>.<\/li>\n<\/ol>\n
To leave without saving, tap Back<\/strong>.<\/p>\n
Completing a group \/ multi-client stop<\/h3>\n
Some stops cover more than one client at the same location (for example, several doctors in one office). After a successful Check In:<\/p>\n
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A popup asks Completed for every client?<\/strong><\/li>\n
Adjust the toggles for individual clients if needed.<\/li>\n
Choose one of these answers:<\/li>\n<\/ol>\n
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YES. Completed for all!<\/strong><\/li>\n
It was for some clients.<\/strong><\/li>\n
NO. I’ll need to come back!<\/strong><\/li>\n<\/ul>\n
This tells Rithm which accounts were actually met at that stop.<\/p>\n
Undoing completion<\/h3>\n
On Schedule or Route, tap a completed checkmark again. Rithm clears completion without<\/strong> reopening the Check In form. Use this if you marked the wrong meeting by mistake.<\/p>\n
Checking in without a scheduled meeting<\/h3>\n
From Clients<\/strong> or Client detail<\/strong>, you can still Check In even if nothing is on the calendar for that client today. Rithm looks for a matching meeting around yesterday\u2013tomorrow. If none exists, it creates a short background visit and attaches your notes and completion status to it.<\/p>\n\n
What happens after you save (Web)<\/h2>\n
After a successful Visit Completed<\/strong>:<\/p>\n
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The schedule checkmark shows as completed; the client name may appear with a line-through on the agenda.<\/li>\n
Agenda notes update with your combined check-in text (who you saw, outcomes, and quick notes).<\/li>\n
The client\u2019s last visit<\/strong> date updates.<\/li>\n
Auto-Scheduler may adjust future suggested meetings (for example, removing or annotating nearby AUTO visits so you\u2019re not over-booked).<\/li>\n
Activity tracking can count the check-in for managers who review activity.<\/li>\n<\/ul>\n
After Visit Recorded<\/strong> (Nobody \/ No Access):<\/p>\n
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Your notes are saved.<\/li>\n
The visit is not<\/strong> treated as a successful completed meeting in the same way\u2014so last-visit \/ scheduler success behavior does not run as it would for a full completion.<\/li>\n<\/ul>\n\n
Tips for salespeople (Web)<\/h2>\n
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Prefer Schedule<\/strong> or Route \u2192 Check In<\/strong> when working a planned day so notes attach to the real appointment.<\/li>\n
Use Clients<\/strong> Check In for walk-ins and unscheduled stops.<\/li>\n
Select both Who did you see?<\/strong> and Outcome<\/strong> whenever you can\u2014it makes history much clearer next time.<\/li>\n
Use Nobody (busy)<\/strong> or No Access<\/strong> when you tried but couldn\u2019t have a real meeting\u2014this keeps your record honest without falsely marking success.<\/li>\n
For shared-office stops, answer the Completed for every client?<\/strong> question carefully so each doctor\u2019s history stays accurate.<\/li>\n
If you\u2019re viewing another user\u2019s schedule through a filter, completion controls may appear but not be interactive.<\/li>\n<\/ul>\n<\/div>\n
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Where to find it (iOS)<\/h2>\n
On the iPhone app, Check In is available from the places you already use in the field. Look for a circular check control or a Check In<\/strong> button.<\/p>\n
1. Schedule tab (primary)<\/h3>\n\n
Open the Schedule<\/strong> tab at the bottom of the app.<\/li>\n
Find the meeting in your list.<\/li>\n
Tap the empty circular check on the row.<\/li>\n<\/ol>\n
This opens the Check In<\/strong> sheet. When the visit is done, the row can show a filled check and the label Completed<\/strong>.<\/p>\n
On the next-stop panel, tap Check In<\/strong>.<\/li>\n<\/ol>\n
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If the stop is already done, the button may read Completed<\/strong> instead (tapping it can clear completion).<\/li>\n<\/ul>\n
3. Nearby \/ available clients (on Schedule)<\/h3>\n
On Schedule you may also see sections such as:<\/p>\n
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Nearby clients<\/strong><\/li>\n
All clients available today<\/strong><\/li>\n<\/ul>\n
Each row has the same check control. Use it to check in on a nearby or available account\u2014even if that stop wasn\u2019t on your original agenda.<\/p>\n
4. Clients tab \u2192 Client detail<\/h3>\n\n
Open the Clients<\/strong> tab.<\/li>\n
Open a client.<\/li>\n
In the header actions (near Sales Advisor \/ Directions \/ Phone), tap the checkmark circle (Check In<\/strong>).<\/li>\n
If you already checked in recently, it may show as Checked In<\/strong> and be unavailable for another check-in right away.<\/li>\n<\/ol>\n
Note:<\/strong> The Targets<\/strong> tab does not currently include a Check In button. Use Schedule or Client detail instead.<\/p>\n\n
How to use it (iOS)<\/h2>\n
Step-by-step: Check in after a visit<\/h3>\n\n
Open Check In<\/strong> from Schedule, Route, Nearby\/Available, or Client detail.<\/li>\n
Review the sheet titled Check In<\/strong><\/li>\n<\/ol>\n
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Client name (group stops may show something like \u201c\u2026 and others\u201d)<\/li>\n
Specialty and address (or Unknown location<\/strong>)<\/li>\n
Time<\/li>\n<\/ul>\n\n
Optional shortcuts in the toolbar<\/strong><\/li>\n<\/ol>\n
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Navigate<\/strong> \u2014 open directions if the address is available<\/li>\n