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Choose a cadence that fits the conversation
Enter the date of the first contact and the number of days after it for each planned review. The default values are an editable example. A contact’s preferences and your actual commitments should determine whether another message is appropriate.
Use calendar dates deliberately
Offsets include weekends and holidays. Duplicate offsets are removed and results are ordered chronologically. A day-zero entry means the selected start date. The planner does not connect to a calendar, create reminders, or send messages.
Put the next step in context
Use the resulting dates as a planning aid. Before each review, read the last conversation and check whether the next action still applies. In Happitap, maintain the current follow-up date and a specific note about what you promised to do.