How do I send a casual check-in?

1. In your engagement centre click on the content category 'Check-in, Client Progress, General, Reminders'
2. Choose the 'check in' notification
3. Select 'Casual Check in notification'
4. Choose the notification type your would like to edit 'Email, Push Notification, In-app Notification, SMS'
5. Edit your content of your notification.
6. Click 'Update content'
7. Click 'Send notification'
8. Select your clients you would like to send your notification to.
9. Click 'confirm'

This guide provides users with step-by-step instructions on how to send casual check-ins within the platform. It covers the process of initiating a check-in, composing a casual message, and sending it to desired recipients.