---
title: "Setting a Follow-Up Reminder | Metaintro"
canonical: "https://www.metaintro.com/help/setting-a-follow-up-reminder"
language: "en"
author: "Metaintro"
published: "2026-09-30T09:42:48.197Z"
modified: "2026-09-30T10:30:27.661Z"
---

# Setting a Follow-Up Reminder

Never lose track of a promised call. Set a next follow-up when you log a check-in, schedule check-ins ahead and give members a clear next action.

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

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

## Keep Your Promises Visible

When you tell a member "I'll call you Thursday", Metaintro can hold on to that for you. There are a few ways to set it, depending on where you are.

## Option 1: Add a Follow-Up When You Log a Check-In

After a call or message, select Log check-in on the member's profile. Fill in the date, method, direction and note, then choose a date in Next follow-up. Select Log Check-In to save.

## Option 2: Schedule a Check-In

Select the + button at the top of any page, choose Schedule check-in, then pick the person.

![Setting a Follow-Up Reminder - Option 2: Schedule a Check-In](https://cdn.metaintro.com/rs:fill:1200:675/q:85/plain/images/framed-setting-a-follow-up-reminder-1.png)
## Option 3: Set a Next Action

On the member's Details tab, find Next action and select Set. You can also choose Set next action from the + Actions menu. If the member has nothing pending, it says Nothing owed right now.

## Option 4: Add a Task

Choose Add task from the + Actions menu, then pick the person, to track a to-do for that member.

## Where Follow-Ups Show Up

Your Home screen shows how many items are Overdue and Due this week, so start each day there.

## Frequently Asked Questions

**Is Next follow-up required?**

No, it is optional on the Log check-in form.

**Where can I see everyone's next action?**

Settings, Members shows every member in a table with their last contact date and next action.

**Can I get my queue by email?**

Yes. Turn on the daily digest from the Getting started checklist on Home to get tomorrow's queue by email.

## What to do next

- [How to Log a Check-In](https://www.metaintro.com/help/how-to-log-a-check-in)
- [A Tour of Your Home Screen](https://www.metaintro.com/help/a-tour-of-your-home-screen)
- [Finding Job Seekers Who Have Gone Quiet](https://www.metaintro.com/help/finding-job-seekers-who-have-gone-quiet)

## Need Help?

If a follow-up is not showing where you expect, email support@metaintro.com.

### Was this article helpful?

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