How review schedules work
Each client can have a review cadence that determines how often you meet for formal reviews:| Cadence | Frequency |
|---|---|
| Monthly | Every month |
| Quarterly | Every 3 months |
| Trimesterly | Every 4 months |
| Semi-annual | Every 6 months |
| Annual | Once per year |
Set a review cadence
1
Open the client record
Navigate to the client’s detail page.
2
Find review settings
Look for the Review cadence or Review schedule field in the client details.
3
Select a cadence
Choose from: Monthly, Quarterly, Trimesterly, Semi-annual, or Annual.
4
Save
The next review due date is calculated automatically.
View upcoming reviews
See which clients have reviews due:1
Open Clients
Click Clients in the sidebar.
2
Add a filter
Click Filter and add a filter for Next review due.
3
Set the date range
Filter to reviews due this week, this month, or a custom range.
4
Sort by due date
Sort the list by review due date to prioritize.
How due dates are calculated
The next review due date is based on:- Last review meeting — When you last had a review meeting with the client
- Review cadence — The frequency you’ve set
- Calculation — Last review date + cadence interval = next due date
Override the due date
Sometimes you need to manually set the next review date:1
Open the client record
Navigate to the client’s detail page.
2
Find the due date field
Look for Next review due in the client details.
3
Set a custom date
Click to edit and select a specific date.
4
Save
The manual date overrides the calculated date.
Manual overrides persist until the next review meeting is completed, at which point the due date recalculates based on the cadence.
Complete a review
When you conduct a review meeting:1
Record the meeting
Create a meeting record for the review, either from your synced calendar or manually.
2
Mark as review
Ensure the meeting is categorized as a review meeting (not just a regular check-in).
3
Complete the meeting
Mark the meeting as completed.
4
Due date updates
Slant automatically calculates the next review due date based on your cadence.
Cadence by tier
A common practice is to align review cadence with service tier:| Tier | Recommended cadence |
|---|---|
| A | Monthly or Quarterly |
| B | Quarterly |
| C | Semi-annual |
| D | Annual |
Review compliance
Track whether you’re meeting your review commitments:- On track — Review completed within the cadence period
- Due soon — Review approaching due date
- Overdue — Review past due date
Bulk update cadence
To set the same cadence for multiple clients:1
Open Clients
Click Clients in the sidebar.
2
Filter by tier
Filter to show clients of a specific tier.
3
Select all
Check the boxes to select the clients.
4
Bulk actions
Click Bulk actions → Update review cadence.
5
Select cadence
Choose the cadence and apply.
Surge reviews
Some practices use a “surge” model where reviews are concentrated into specific periods (e.g., all reviews in January and July). To implement this:- Set all clients to the same cadence (e.g., Semi-annual)
- Manually override due dates to cluster them in your surge months
- After each surge, due dates will naturally align to the next surge period
Best practices
- Match cadence to tier — Higher-tier clients get more frequent reviews
- Schedule proactively — Reach out before the due date, not after
- Track completion — Monitor overdue reviews weekly
- Be flexible — Override dates when client circumstances change
- Document reviews — Use meeting notes to capture review content