Action Items
Never drop a follow-up again.
Keep every client follow-up, admin task and reminder in one place — so the important things actually get done.
- Tasks & follow-ups
- Linked to clients
- Due dates & reminders
Action items
2 urgent
Goal at risk
Daniela S. is behind on “Lose 10 lbs”
Missed check-in
Sam K. hasn’t checked in this week
Form submitted
Maya R. submitted Intake on Jun 28
Sub expiring
Laura J.’s Unlimited expires in 3 days
No-show
Pat W. missed their booking
Missed workout
Jordan C. hasn’t logged a workout
Tasks
Your to-do list, organised
Capture follow-ups, renewals and admin as tasks — assign due dates and tick them off as you go.
- Quick capture
- Due dates
- Check off as done
Form submitted
Maya R. · New Client Intake · Jun 28
Agent summary
Goal: lose fat & tone. 3 yrs training, right-knee injury to note. Ready to start a 3-day plan.
Review & approveDraft welcome
Client context
Tied to the right person
Link tasks to clients so the context is always there — and nothing about a member falls through the cracks.
- Linked to clients
- Context in one click
- Per-client view
At-risk clients
3 flagged
DHigh
Daniela S.
Behind on goal · 2 wks
PHigh
Pat W.
2 no-shows in a row
SMedium
Sam K.
Missed check-in
Stay on top
A clear daily plan
See what needs doing today across your whole business, so the important follow-ups actually happen.
- Today view
- Priorities first
- Nothing forgotten
Handled overnight
12 cleared
Drafted a win-back for Laura J.
Sent reminder to Sam K.
Rescheduled Pat W.
BurnOn AgentClears the routine follow-ups automatically so you only touch what needs a human.
Action Items that moves the numbers
One
task list
Linked
to clients
Nothing
forgotten
Explore more
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Good questions