Review Logs

A few have noticed that circles don’t have review dates right now and I just wanted to get ahead of the curve and share some info on what we’re working on and when we’re planning on releasing it.

The team here are working on a new thing called “Review logs” and this new functionality will expand what you can currently hold in Plannr on a client’s review dates. This feature will be built for clients, and circles at the same time.

Firstly, review logs will allow you to hold a history of every review you’ve ever completed for a client and won’t be limited to next and previous like Plannr currently.

Each review log entry will allow you to hold:

• The date of the review

• The type of review (whether it was in-person, or remote)

• Notes

• The online meeting link (this will be displayed on the client portal, too)

Timelines

This is being worked on right now, and we’re planning on launching either today or tomorrow! This might not go out in time with the new portal this evening, but will definitely be there before the weekend.

What happens to my existing data?

We’ll automatically make history log records for your next and previous review dates when we put this live and this will also create records for circles if we’ve migrated joint clients to circles for you, too. Basically, there’s nothing for you to do when we put this live other than make use of the new functionality!