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Recovery check‑ins

Install

Version 2

How it works

Select a step to see what it does.

3 daysOtherwiseStop · can end the Journey at any step
  • Check
  • Email
  • Label
  • Wait

Included in the bundle

Forms

Recovery check-ins

Holds one record

Record appointment help requests alongside recovery check-in fields.

  • Appointment help
    Yes or No

Journeys

What you choose when you install

  • From Inboxinbox · Required

What installing does

  • Creates each Form in the workspace you choose.
  • Adds each Journey as a draft you can edit, with the labels it uses.
  • Binds the email steps to the Inbox you select during installation.

What installing does not do

  • Copy records. The Forms start empty.
  • Grant any Role access to the Forms, or reuse a Form you already have.
  • Enroll Members. Automatic enrollment is off.
  • Send messages. Every email step is inactive until you turn it on.
  • Change Inbox sharing.