Understanding Check-Ins
Check-ins are the heart of Good Plan - automated, neutral messages that keep payment plans on track without being pushy.
What Are Check-Ins?
On each payment due date, Good Plan automatically sends your customer a simple, respectful message asking: "Were you able to make this payment?"
That's it. No threats, no pressure, just a straightforward question.
The Check-In Process
1. Due Date Arrives
- Good Plan automatically sends an email to your customer
- The message is neutral and encouraging
- Includes a link to respond
2. Customer Responds
They can answer:
- "Yes, I paid": They confirm payment and tell us how (e-transfer, check, cash, etc.)
- "Not yet": Opens a dialogue about what's happening
3. You Verify
When a customer reports payment:
- You receive a notification
- Check your accounting system
- Mark the payment as verified in Good Plan
- Customer sees their progress update
Why This Works
Check-ins are effective because they:
Remove the Awkwardness: Neither you nor your customer has to initiate the uncomfortable "where's my money?" conversation
Create Accountability: Regular check-ins keep the payment plan top-of-mind
Are Non-Threatening: The calm tone maintains dignity and relationships
Provide Documentation: Everything is tracked and time-stamped
Timing
- Check-ins are sent on the exact due date
- If no response, a gentle reminder follows after 3 days
- You're notified of any customer response
What If They Don't Respond?
If a customer doesn't respond to check-ins:
- We don't spam them with multiple messages
- You receive a notification
- You can reach out directly
- The plan remains visible for both parties
Remember: Good Plan is a tool to facilitate communication and tracking, not a replacement for your judgment about your customer relationships.