Before you start
Steps
Open "Inbox"
On a computer, choose "Outreach" in the main menu. On a phone, tap "Inbox" in the bottom bar.
You should see: Your check-ins are listed under "Recurring check-ins".
Open your inboxOpen the check-in you want to change
Tap its row. Or tap the button with three dots ("Check-in actions") and choose "Edit".
You should see: A window titled "Edit check-in" opens with your current settings.
Change "How often"
Pick "Every week", "Every 2 weeks" or "Every month". Every 2 weeks leaves about 2 weeks between check-ins.
You should see: The field shows your new choice.
Change the "Day" or "Day of the month"
Weekly and every-2-weeks check-ins use "Day", like Saturday. Monthly ones use "Day of the month". Monthly goes from the 1st to the 28th, so every month has that day.
You should see: The field shows the day you picked.
Change the "Time"
Pick the hour you'd like the question to arrive. Times use your business time zone.
You should see: The field shows the hour you picked.
Tap "Save check-in"
Nothing changes until you save.
You should see: A message says "Check-in saved." The check-in's row shows its new timing and its next send.
See your recurring check-ins
Picking a rhythm
| Choice | Good for |
|---|---|
| Every week | Busy shops with something new most weeks, or a weekly special |
| Every 2 weeks | A steady trickle of real stories |
| Every month | A light touch, like upcoming events |
What happens next
- The next check-in goes out at the time shown on the row, after "Next:".
- Want a break instead of a new rhythm? See how to pause or delete a check-in.
- Choose where it lands with how to choose how check-ins reach you.
- Answer when it comes: how to answer a check-in.
If something's not right
The new time passed and nothing came
Check-ins go out on the hour you picked, in your business time zone. Look at the "Next:" time on the row. If the time has passed and nothing arrived, see how to choose how check-ins reach you.
Check-ins keep coming but posts don't go out
A check-in only asks the question. Posts from your answers go out on their own only if you chose "Schedule automatically". Otherwise they wait as drafts. For a post that should have gone out, see what to do when a post didn't go out.
An old check-in is still in your inbox
A check-in that already arrived stays in your inbox until the next one from that check-in goes out. Changing the schedule only changes the next one. See how to answer a check-in.
Still stuck?
Email us what you were trying to do and what you saw. A person on the team will write back.
support@ampere-autopilot.com