This escalation occurs when:

  • the participant has replied "No" to the survey question: "Have you scheduled your mentorship meeting?"

  • the participant has not responded to the survey question and a meeting has not been scheduled on the platform within 6 weeks of their mentorship starting


1. In the Programs dashboard, scroll down to Escalations.


2. Click on the row titled, 1st Meeting Not Scheduled.

3. A list of participant info and actions to take are listed.


4. In the column titled, Suggested Action, click Email to edit and send an email to that participant reminding them to schedule their meeting.


5. Also in the Suggested Action column, click the downward arrow to Dismiss the notification or Snooze it for 3 days.

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