Set a Follow-Up

Utilizing Follow-Ups on the Dashboard can have a great impact on your Studio! When selecting a Follow-Up for a client, they will be removed from the Dashboard and reappear on the day of the Follow-Up. This is a great tool to use if a client requests to contact them in a few weeks, if you want to keep track of a potential sale, and more!

On the day of the Follow-Up, your client will appear in the first category the qualify for on the Dashboard. If they do not qualify for any other category, they will appear in the Follow-Up category, reminding you to reach out to them!

There are 5 different ways to set up a Follow-Up on a client’s profile that we will walk through below! Each of the 5 ways will bring up the pop-up prompting you to set a Follow-Up or to select None:

1. The ellipses (…) menu

2. After an email is sent

3. After a text is sent

4. After a call is logged

5. When adding a note to the client’s account

   

When one of the above actions is performed, you will see a pop-up appear to set a Follow-Up for the client before moving on to the next. You can select pre-set suggestions for when to set your Follow-Up (tomorrow, 3 days or 7 days), choose a custom date, or choose to not set a Follow-Up for your client.

To choose a custom date, click the calendar to select the future date you’d like to follow up with this client.

Once you have selected your Follow-Up option, click Next Client to move on to the next client on your Dashboard.

On the day that the Follow-Up is set for, your client will reappear on the Dashboard in the first category they qualify for. If they do not qualify elsewhere on the Dashboard, they will appear in the Follow-Ups category. This category is typically located in the bottom right corner.

⚠️ Important: On the day of the Follow-Up, if your client qualifies for another Category in addition to the Follow-Ups Category, they will appear in the other Category.

For example: John’s Follow-Up is set for July 10th. On July 10th his intro offer expired, therefore he qualifies for two Categories: Intro Offer Expired and Follow-Ups. Loyalsnap wants to make sure you are aware of clients when they are in specific parts of their customer journey, which is why he would appear there instead!

📌 Please Note: You are not able to set a follow-up for a client who is not currently categorized on your Dashboard.