The clients needing attention dashboard
Understand why clients surface in the needing-attention panel and how to filter it.
Clients needing attention is one of the first things you see when you log in. It is a shortlist of the clients worth checking in on, so you always know where to focus first.
A client appears here for one of a few reasons:
- They have completed a program and need a new one created.
- They are coming to the end of a program, so it is time to prepare their next one.
- They have been inactive for more than a week.
- They have an outstanding invoice.
You can filter the panel by program ending, invoice overdue, or inactive 7+ days to focus on one group at a time. It is a quick reference for who to reach out to or touch base with.
If a client is taking a planned break, set them to inactive so they do not keep appearing here. See Client statuses and Archiving and offboarding clients.