What’s next?
Here are some helpful next steps and features to explore to get even more value from Trackler:
Add notes in your Tracks – Record session summaries, observations or reminders. You control who can view each note and can easily share them via chat to keep others informed. Learn more here.
Send forms – Let Trackees fill in questionnaires, reflections or check-ins at key points in their journey. Learn more here.
Use schedulers – Allow Trackees to book time slots themselves, or send a scheduler manually or via automation. Ideal for intakes, follow-ups, or check-in moments. Learn more here.
Create programs – Build structured journeys by grouping steps like forms, meetings or reminders into reusable flows. Programs help you standardize your process and save time across Tracks. Learn more here.
Fine-tune apps & widgets – Choose only the apps you need for each Track and configure widgets to keep the board clean and focused. This helps reduce noise and speeds up your workflow. Learn more here.
Set up automations & workflows – Let Trackler handle repetitive tasks. Automatically send forms, reminders, schedule meetings, or trigger actions based on key events. Learn more here.
Create a white-labeled environment – Make your TracklerPro environment reflect your brand, with custom colors, logos and styles. Contact us if you're interested.
Why these extras matter
Exploring and enabling these features will help you:
Save time on admin and repetitive actions
Keep your work consistent across all Tracks
Maintain clarity and control, even when managing multiple Tracks or clients
Deliver a more professional experience to your Trackees — everything feels structured and cohesive