Add a TO DO List or Client Follow up
Considering adding a to do list or a client follow up list, ie follow up with T. Hall to reschedule, or return client phone call.
14
votes
Teresa Hall
shared this idea
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Karen McBride
commented
Our previous scheduling software had the ability to assign follow ups to staff with a due date. You could assign multiple staff to a follow up. Once the follow up was complete they would mark it as complete, which would take it off the follow up list. You could set a general follow up OR you could set a follow up that was part of a client account. This would be incredibly helpful so clients don't get missed for services they need scheduled.