How do I send a one-off nudge?
Use a nudge for an unanswered worksheet after checking that another reminder is not already on its way.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the pending assignment.
Check Delivery Log for recent reminders and the next planned reminder.
Choose Send Nudge Email if a personal follow-up is appropriate.
Check the new delivery record.
How you know it worked
A nudge attempt is recorded. It does not mark the worksheet completed.
If something looks different
This action is labeled Send Nudge Email. Do not assume it sends WhatsApp because the original assignment used WhatsApp.
How do I choose when automatic reminders go out?
Set practice defaults for when to begin nudging, how often to repeat, and when to stop.