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Overview

Needs attention is Pawgress’s short list of clients who are waiting on you, or who have gone quiet. It shows things like a client who finished their forms but hasn’t been offered a package, or a payment link that has sat unpaid for a few days. You’ll find it in two places:
  • The bell at the top of every page. The number on it is how many alerts you have. Click it to see the five most urgent, then View all for the rest.
  • The Clients page. Click the Needs attention button above the list to show only those clients. Each one has the reason written under their name.
You don’t need to clear or dismiss anything. An alert goes away by itself as soon as the situation is fixed, for example once the client pays or completes their form.

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Quick reference

The list is sorted with the most urgent alerts first, and within each type, the client who has waited longest comes first. “Forms complete” is always at the top, because that client is ready to start and is waiting on you.

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Each alert in more detail

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Forms complete — send a package

Your client has returned every form you sent them and isn’t enrolled in anything yet, so the next move is yours. Click the alert to open the client, then Enroll in package. This alert shows up straight away, with no waiting period. The client is enrolled in a package, but no payment has been recorded for 3 days or more.
  • If you take payments online through Stripe or Square, use Resend payment email to send them a fresh link.
  • If they paid you in cash, by e-transfer or any other way, use Mark as paid.

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X onboarding items didn’t send

When you added this client, Pawgress tried to send their forms, package and welcome email in one go, and at least one of those failed. On the Clients page, open View invite for that client and click Retry. Only the failed items are sent again.

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Invite not opened / no account yet

When you add a new client, Pawgress emails them a link to set up their account. This alert appears when that email was sent 3 or more days ago and they still haven’t set up their account. The wording tells you how far they got:
  • Invite not opened in X days: they haven’t clicked the link. The email may be in their spam folder.
  • Opened invite X days ago, no account yet: they clicked the link but didn’t finish. A quick message often helps.
  • Hasn’t set up their account (X days): shown for clients added before Pawgress tracked opens, so we can’t tell whether they opened it.
Use Resend invite on the client’s page to send a fresh link.
This alert stops once the client is paying or in training, even if they never set up an account. At that point you’re clearly in touch with them another way.

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Form sent X days ago, not completed

A form you sent has been waiting for 5 days or more. The count is from the oldest form they still haven’t done. Open Forms → Tracker, find the form and click Send reminder. You can also see what they still owe on the client’s Forms tab.

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Invite not accepted (X days)

You invited someone who already has a Pawgress account to become your client, and they haven’t accepted after 3 days. Remind them to accept the invite, or cancel it from the Clients page if they’re no longer coming.

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Common questions

No. Alerts aren’t stored anywhere: Pawgress checks your clients each time and shows whatever is true right now. Fix the situation (the client pays, finishes a form, sets up their account, and so on) and the alert disappears.
Yes. For example, a client can have a form outstanding and an account they never set up. Each alert is listed separately.
The alerts focus on getting clients started: forms, account setup and first payment. Once a client is paying or training, they don’t trigger these alerts.
Invite alerts count from the last time the invite was sent. The alert will clear right away and only come back if 3 more days pass without the client setting up their account. If you still see it, refresh the Clients page.
Pawgress couldn’t load your client list just then. Rather than show alerts that might be wrong, it shows nothing. Try again in a moment.

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Next Steps