Send a client an update while you work

1. 01Go to the My reviews tab and open the client’s request.
2. 02Scroll to Keep your client’s first name in the loop, and tap Send an update.
3. 03Pick a quick update or write your own, then tap Send.

Each quick update is a short, friendly message that starts with your client’s first name. Pick one, change anything you like, and send it.

I’ve started

You’re working on it and they’ll hear from you soon.

Almost done

You’re giving it a last pass before you send it.

Traveling

You’re away for a few days and their review is first when you’re back.

Something came up

Something urgent happened and you need a little more time.

Running behind

An apology for the delay, and a promise it’s coming.

Once a 1:1 call or mock date is booked, the choices change to Before our call and Running late.

Prefer your own words? Tap Write a custom update. Updates can be up to 1,000 characters.

They get a notification that says Update from and your first name, with the start of your message. Unless they’ve turned emails off, they get the whole message by email too. The update also shows on their request in the app, and on yours under Updates you’ve sent.

Updates are one way, so clients can’t reply to them. Write each one so it makes sense on its own.

You can send up to 10 updates per request. When you have three or fewer left, the app tells you how many remain.

An update doesn’t move your deadline. If you’re going to be late, it’s still worth sending one, because it gives the client a reason to wait instead of canceling.

• The review is already delivered. Updates are for work in progress. After delivery, send a follow-up instead.
• You see Update limit reached for this request. You’ve sent all 10. Finish the review, or email us if you need to reach the client.
• The request was canceled. Closed requests can’t take new updates.

Still stuck? Email us at support@tryrmh.com.