Nothing ships until
clients do their part.
Gate subscription renewals and order dispatch behind tasks clients must complete first. Log a weight, fill a form, upload a file, book an appointment, then and only then does it proceed.
Add the rule once.
Priorly applies it.
Add tasks to a product once, every client who has it gets those tasks assigned automatically each cycle, with no manual work from you.
Four ways clients
can complete a task.
Tasks are not just a checkbox, each type is connected to the relevant feature so completion is frictionless. Clients do it from their portal in seconds.
Attach tasks to products,
not just people.
Set standard tasks at product or plan level so they are added automatically each cycle. You can still assign one-off tasks to individual clients when their care needs something different.
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Repeats every cycleTasks are automatically reassigned at the start of each renewal period, so your monthly check-in requirement runs itself.
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Relative due datesSet due dates relative to the renewal, for example 7 days before the next billing date, so timing stays correct.
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Add as many as you needStack multiple tasks on a single product. All of them must be completed before the gate lifts.
Simple for clients.
No excuses.
Clients see their outstanding tasks front and center in their portal. Each task links directly to the action, one tap to open the form, log the metric, or upload the file.
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Always visible in the portalOutstanding tasks sit at the top of the client portal and stay one click away from completion.
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Overdue reminders sent automaticallyIf a task is not completed by the due date, Priorly sends an automatic email reminder.
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Gate is clearly communicatedClients can see exactly what is blocking their renewal, so there is no confusion.
See what's blocking
each order.
Outstanding tasks are visible on each client profile and on the subscription or order they belong to. Mark them complete on the client's behalf if needed.
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Per-client viewOpen any client profile to see all outstanding tasks, what is due, overdue, and complete.
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On the subscription or orderEvery subscription and order shows associated tasks and status so blockers are clear.
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Mark complete on their behalfIf a client sends information another way, mark the task complete and the gate lifts immediately.
Built for businesses
where compliance matters.
Anywhere you need information from a client before their next cycle, task gating handles it automatically.
Stop chasing clients.
Gate it instead.
Set it up once per product. It runs every cycle, for every client, automatically.