Started
If the status shows as 'Started', it means the client has begun the flow but hasn’t yet completed all the required steps.
This could be for various reasons, they may need to confirm some details or weren’t able to finish the flow in one sitting.
Clients receive regular reminders via email and app notifications until the flow is completed.
Ready
If the status shows as 'Ready', it means all the steps in the flow have been completed, but the client is waiting to submit it.
They’ll continue to receive reminders until the flow is submitted.
Submitted
If the status shows as 'Submitted', the flow has been completed and submitted, but some sections may have been flagged for manual review by the Checkboard team.
Summary
These statuses are designed to give you an overview of your client’s progress, but they don’t replace direct communication with your client or our team.
If you have any questions about a client’s flow, please use the chat button at the bottom right of your dashboard to contact us, or reach out to your client directly.