What Are Conditional Check-ins / Check ins

For someone who’s managing a team, a Check-in is a great way to keep track of the outcome of your team member’s client interaction. While the standard check-in form captures enough information, most teams find a customized check-in form more beneficial to their organization.

However, if your team needs a more complex customization, then Conditional Check-ins might be the one for you, as this is a type of Custom Check-in that displays one or more fields based on the dropdown values of other fields. Conditional Check-ins can have many layers of conditions, and here’s an example of what it looks like:

If you’re wondering about the report, Conditional Check-ins act like Custom Check-ins in the Check-in report. The columns will be in the order in which they appear in the check-ins. The report will only display data in the columns for conditional fields that were filled, while the rest will appear empty. Take a look at the example below:

Interested? DM your team’s dedicated specialist here at Badger now!