Getting Started with MeetFika

When you first sign up, MeetFika walks you through a short onboarding flow:

1. 1Create your profile — enter your full name and job title.
2. 2Create your team — give your team a name. You become the team admin automatically.
3. 3Invite your team — add your direct reports by email (you can also do this later).

You can invite direct reports at any time from the Team page:

• Click Invite Direct Report and enter their email address.
• They receive an invitation email with a link to join your team.

Pending invites appear on your Team page. From there you can:

• Resend the invite if they haven't seen it.
• Change the email if you made a typo.
• Rescind the invite if it was sent in error.

• Upcoming check-ins — scheduled check-ins with each of your direct reports, sorted by date. Completed and cancelled check-ins drop off this list and move to History.
• Action Items widget — a summary of your outstanding follow-ups across all direct reports, showing total count, items assigned to you, and overdue items. Click it to open the full Action Items tracker. (Starter shows 3 rows; Member/Pro unlimited)
• Personal Tasks widget — your own private to-do list, separate from team action items. (Starter: up to 3 active; Member: unlimited)
• Quick actions — a button to schedule a new check-in at any time.

Click any check-in card to open the full check-in view.

1. 1From the Dashboard, click New Check-In.
2. 2Select the direct report you'd like to meet with.
3. 3Choose a date and time.
4. 4Set a cadence — Weekly, Bi-weekly, Monthly, or Custom.
5. 5Confirm the schedule.

When you open a check-in, you'll see a structured workspace divided into sections:

The typical flow:

1. 1Before the check-in — review your report's prep (talking points, blockers, sentiment).
2. 2During the check-in — discuss their topics, add shared notes, create follow-up action items.
3. 3After the check-in — record your private coaching notes and performance observations.
4. 4Complete the check-in — click "End Check-In" to finalize. The next occurrence is created automatically.

• Shared Notes — use this for meeting minutes, agreements, or anything both parties should reference later.
• Follow-ups — create tasks with a description, an assignee (you or the direct report), and a due date. These show up on the Action Items page.

When a check-in is completed, any incomplete follow-ups are automatically carried forward to the next scheduled check-in. MeetFika tracks the full lineage of each item — so even if a task persists across several check-ins, you can trace it back to when it was first created, and every item shows its original-created date and age.

Starring is how you tag the things worth remembering — both in the run-up to a check-in (starred goals) and during the live conversation (starred moments).

The Action Items page gives you a single view of all outstanding follow-ups across every direct report — no need to open each check-in individually.

Key features:

• Grouped by direct report — items are organized under each employee's name with their avatar.
• Filter tabs — switch between All, My Items (assigned to you), and Delegated (assigned to the employee).
• Complete from the tracker — check off items directly without opening the check-in. Completion cascades across the full history.
• Summary stats — total outstanding, your items, delegated items, and overdue count at a glance.
• Deduplication — if an item carries over across 3 check-ins, it appears only once (the latest version).

Before each check-in, your direct report can submit a Prep that includes:

Every prep with sentiment scores produces a short list of insights— pattern-matched observations that name what the numbers are saying and suggest a concrete next move. The same scores always produce the same reading, so what you and your direct report each see lines up.

Two voices, same data:

Many insights also include a "Say:"prompt — a one-line opener you can use verbatim or rework. The prompt is a starting point, not a script: the words you actually use should be yours.

• Direct Reports — primary relationships (you are their manager).
• Dotted-Line Reports — secondary relationships where you provide guidance but aren't the primary manager.
• Your Manager(s) — who you report to.

Employees own their goals, but as their manager you can view goals linked to your relationship. Goals include:

• Title and description
• Category: Technical, Leadership, Business, or Personal
• Progress: 0-100% with milestones
• Target date and Status: Not Started, In Progress, Completed, or Archived

Use these during check-ins to align on progress and unblock obstacles.

How it works:

1. 1Navigate to the Reviews page.
2. 2Select a direct report and the review period (start and end dates).
3. 3Click Create Review Draft.
4. 4The review page aggregates the period's check-in data for you — manager feedback text, sentiment averages, follow-up completion rate, career-goal progress, and the relationship's development plan — as a structured snapshot to draft from.

You can edit the draft freely before finalizing. Once you mark a review as Final, it becomes visible to the direct report. Drafts are never visible to them.

If you have the Admin role, you have access to the Admin panel:

MeetFika has three plans: the default Starter tier, a personal Member upgrade ($12/mo), and a team-wide Pro upgrade ($25/mo). Pro bundles Member for the admin who buys it — if you're the admin upgrading your team to Pro, you get team features plus your own unlimited personal features in one subscription, so you never double-pay. Non-admin employees on a Pro team keep their own individual plan and can buy Member separately whenever they want unlimited personal productivity features for themselves.

You can upgrade any time from Settings > Billing, or from the upgrade modal that appears when a limit is reached. Admins manage the team's Pro subscription from the same page.

Team Goals are goals you set for an entire reporting team — separate from individual career goals. Each team goal is scaffolded by one of four frameworks, with prompts tuned to the framework so you produce a goal your team can actually rally behind:

The Team Health dashboard is a leader-level view that rolls up the health of your whole team into a single pane. Each tile shows both the headline number and the denominator behind it — so you always know whether a signal is based on 3 people or 300.

• Check-in cadence — check-ins completed vs. scheduled across the whole team.
• Sentiment voice — per-check-in sentiment insights surfaced in two voices: the individual's own perspective and the rolled-up team view, so you coach the person and the pattern at the same time.
• Burnout risk — team-wide rolled-up risk index with drill-down by manager.
• Goal coverage — % of members with an active career goal and % of managers with an active team goal.