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Review schedules help you maintain regular contact with clients through formal review meetings. Set a cadence for each client and Slant tracks when reviews are due.

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How review schedules work

Each client can have a review cadence that determines how often you meet for formal reviews:
CadenceFrequency
MonthlyEvery month
QuarterlyEvery 3 months
TrimesterlyEvery 4 months
Semi-annualEvery 6 months
AnnualOnce per year
Slant calculates the next review due date based on your last review meeting and the cadence you set.

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Review strategies

Slant supports two review strategies, configured in Settings -> Engagement:
  • Rolling — Reviews are scheduled on a rolling basis based on each client’s last review meeting. You can set a global cadence or different cadences per tier.
  • Surge — Reviews are concentrated into specific months you choose (e.g., January and July). All clients’ reviews align to the next surge month.

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Set a review cadence

You can set review cadence for individual clients or configure defaults by tier.

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For an individual client

1

Open the client record

Navigate to the client’s detail page.
2

Find review settings

Look for the Review cadence field in the client details.
3

Select a cadence

Choose from: monthly, quarterly, trimesterly, semi-annual, or annual.
The next review due date is calculated automatically.

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By tier (book settings)

1

Open Settings

Navigate to Settings -> Engagement.
2

Configure your review strategy

Choose rolling or surge, then set cadences per tier or a global cadence.
3

Calculate review dates

Click Calculate review dates to apply the cadence to all clients.

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How due dates are calculated

The next review due date is based on:
  • Last review meeting — The most recent meeting categorized as a review
  • Last meeting — If no review meeting exists, the most recent meeting
  • Became client date — If no meetings exist, the date the household became a client
  • Review cadence — The frequency you’ve set (either per-client or per-tier)
The next due date equals the anchor date plus the cadence interval.

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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

Click the review due date shown in the client header.
3

Set a custom date

Select a specific date to override the calculated date.
Manual overrides persist until the next review meeting occurs. After a new review meeting, the due date recalculates based on the cadence.

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How reviews are tracked

Slant automatically tracks review meetings based on the meeting type:
  • Meetings categorized as review type count as review meetings
  • Slant infers the meeting type based on meeting content, or you can set it manually
  • When a review meeting occurs, the next review due date recalculates based on your cadence

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Cadence by tier

A common practice is to align review cadence with service tier:
TierRecommended cadence
AMonthly or quarterly
BQuarterly
CSemi-annual
DAnnual
This ensures your highest-priority clients receive the most frequent attention. Configure per-tier cadences in Settings -> Engagement.

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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 regularly
  • Be flexible — Override dates when client circumstances change
  • Document reviews — Use meeting notes to capture review content

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Next steps

Meetings

Manage client meetings

Tasks

Create review prep tasks

Client overview

Learn about client records