> ## Documentation Index
> Fetch the complete documentation index at: https://help.trypawgress.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Needs Attention

> What each alert under the bell means, when it shows up, and what to do about it

[Clients, Dogs & Intake Forms](https://www.youtube-nocookie.com/embed/_-Z8zbV3Nn0?start=31)

## 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.

> [!NOTE]
>
> 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.

## Quick reference

| What you see | What it means | Shows up after | What to do |
| - | - | - | - |
| **Forms complete — send a package** | The client finished every form you sent, and isn't enrolled in a package yet. | Right away | Enroll them in a package. |
| **Payment link sent X days ago** | The client was enrolled but hasn't paid yet. | 3 days | Resend the payment email, or mark it as paid if they paid you another way. |
| **X onboarding items didn't send** | When you added this client, a form, package or email failed to send. | Right away | Open **View invite** and click **Retry**. |
| **Invite not opened in X days** | You added this client, but they haven't opened their "set up your account" email. | 3 days | Resend the invite, and ask them to check their spam folder. |
| **Opened invite X days ago, no account yet** | They opened the email but didn't finish setting up their account. | 3 days | Check in with them, or resend the invite. |
| **Form sent X days ago, not completed** | A form you sent is still waiting to be filled in. | 5 days | Open **Forms → Tracker** and click **Send reminder**. |
| **Invite not accepted (X days)** | You invited someone who already has a Pawgress account, and they haven't accepted yet. | 3 days | Remind them to accept, or cancel the invite. |

> [!TIP]
>
> 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.

## Each alert in more detail

### 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.

### Payment link sent X days ago

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**.

### 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.

### 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.

> [!NOTE]
>
> 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.

### 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.

### 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.

## Common questions

> [accordion] Can I dismiss or snooze an alert?
>
> 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.

> [accordion] Can one client have more than one alert?
>
> Yes. For example, a client can have a form outstanding **and** an account they never set up. Each alert is listed separately.

> [accordion] Why don't I see an alert for a client who's in training?
>
> 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.

> [accordion] I just resent an invite. Why is the alert still there?
>
> 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.

> [accordion] The bell says it couldn't check my clients
>
> 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.

## Next Steps

* [Add a client](https://help.trypawgress.com/guides/getting-started/add-client.md)
* [Send forms to clients](https://help.trypawgress.com/guides/getting-started/client-forms.md)
* [Enroll a client in a package](https://help.trypawgress.com/guides/getting-started/enroll-client.md)
* [Collect payment](https://help.trypawgress.com/guides/billing/collect-payment.md)


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