How to follow up with a client in Coachigo

See who needs a follow-up

Open the dashboard. The FOLLOW UP FIRST card lists up to three clients, then “and N more”, with the reason on each line, most urgent first:

1. No session left: the pack is used up.
2. Expired: there are sessions left after the expiry date.
3. Payment pending: all or part of the price isn’t recorded as paid.
4. +Nd: the client is behind their pace, or shows To restart or Inactive when no pace is known.
5. N sessions left: the balance has reached your alert threshold.
6. Expires soon: the expiry date is 7 days away or less, with sessions left.

Tap the message icon next to a name to prepare the follow-up. Follow up also appears further down, on the cards of clients who have a pack, and on their Packs and payments screen.

Send the message

The Follow up sheet opens with a message prefilled for the most urgent reason. For a client who’s behind, for example: “Hi Emma, we have not seen each other for a few days. When would you like to plan your next session?” Change it however you like, then:

• Open WhatsApp if the client’s number is saved. WhatsApp opens on their conversation with the text already in place, and you’re the one who hits send.
• Share otherwise: your phone’s share sheet lets you pick the app. On a computer, if the browser has no share sheet, the message is copied and you just paste it.

The number goes in the Phone field of the profile, ideally in international format (+44 7700 900123). See how to edit a client. Only you can see it.

Set the end of pack alert

At the bottom of the Packs and payments screen, the End of pack alert section sets the threshold: 2 sessions left by default. It’s one setting for all your clients.

The reminder on your phone

Coachigo also schedules a reminder on your phone, at 9 AM:

• the morning after the session that reaches the threshold, like “Emma: 2 sessions left”;
• 3 days before the expiry date of a pack with sessions left.

To turn it off, switch off End of pack in the Account tab, Notifications section. The row appears once you’ve created a pack. The web version doesn’t have this reminder. To set up packs, see how to track session packs.