---
title: "How to Log a Check-In | Metaintro"
canonical: "https://www.metaintro.com/help/how-to-log-a-check-in"
language: "en"
author: "Metaintro"
published: "2026-09-30T09:42:20.928Z"
modified: "2026-09-30T11:00:04.729Z"
---

# How to Log a Check-In

Record every call, email or message with a member in a few seconds. Log the date, method, who reached out, a note and your next follow-up.

Last updated: September 30, 2026[Enterprise](/help/category/enterprise)

Paste it into Claude, ChatGPT, Codex, Cursor or Pi.

## Why Logging Matters

A quick log turns every conversation into part of the member's story. It keeps Last contacted accurate and stops people slipping through the cracks.

## Step 1: Open Log Check-In

Pick whichever is closest:

- On a member's Details tab, select Log check-in.
- On the Home screen, select Log check-in next to anyone in Gone quiet or Not search-ready.
- Select the + button at the top of any page, choose Log check-in, then pick the person.

## Step 2: Fill In the Details

The form shows the member's name and asks for:

- Date: when the contact happened.
- Method: how you were in touch. Choose from Email, Phone, Text, Discord, In person or Video call.
- Direction: I reached out, or They reached out.
- Note: what you talked about.
- Next follow-up (optional): when you will be back in touch.

![How to Log a Check-In - Step 2: Fill In the Details](https://cdn.metaintro.com/rs:fill:1200:675/q:85/plain/images/framed-how-to-log-a-check-in-1.png)
## Step 3: Save

Select Log Check-In, or press Command + Enter on a Mac or Ctrl + Enter on Windows. Press Esc or select Back to cancel.

## Frequently Asked Questions

**What if the member contacted me first?**

Set Direction to They reached out.

**Do I have to set a follow-up?**

No, it is optional. Setting one is the easiest way to remember what you owe the member next.

**Is there a way to plan a check-in ahead of time?**

Yes. Choose Schedule check-in from the + Actions menu.

## What to do next

- [Setting a Follow-Up Reminder](https://www.metaintro.com/help/setting-a-follow-up-reminder)
- [Adding Case Notes](https://www.metaintro.com/help/adding-case-notes)
- [Finding Job Seekers Who Have Gone Quiet](https://www.metaintro.com/help/finding-job-seekers-who-have-gone-quiet)

## Need Help?

If a check-in does not save, email support@metaintro.com with the member's name and the time you tried.

### Was this article helpful?

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