TABLE OF CONTENTS

• Follow-Up Tasks: When They Appear and How They Work
  • Workshop Registration Follow-Ups
  • Workshop Confirmation Reminders
  • Appointment Request Follow-Ups
  • Appointment Confirmation Reminders
  • Appointment Status Updates
  • Workshop Attendance Follow-Ups
  • No-Show Follow-Ups
  • Report Download Follow-Ups
  • Email Campaign Follow-Ups
  • Manual Follow-Ups
  • Business Hours
  • Frequently Asked Questions
    • Why do I only see one follow-up task for a contact?
    • What happens if a workshop or appointment is rescheduled?
    • When do follow-up tasks disappear?

Follow-Up Tasks: When They Appear and How They Work

The Follow-Up page helps you keep track of the next action needed for your leads and patients. Different types of follow-up tasks are created automatically based on what a contact does.

Workshop Registration Follow-Ups

When someone registers for a workshop, a follow-up plan is automatically created.

What to expect:

• A follow-up task appears after someone registers.
• You'll only see the current task that needs your attention.
• The full follow-up plan can be viewed from the contact's profile.
• If someone registers after business hours, the first task will be due on the next business day.
• The follow-up plan automatically closes when all follow-up attempts have been completed or the contact's status changes.

Workshop Confirmation Reminders

If someone is registered for a workshop, you'll receive a reminder before the event.

What to expect:

• A reminder appears one day before the workshop.
• The reminder stays open until the workshop begins.
• If the workshop date changes, the reminder updates automatically.

Appointment Request Follow-Ups

When someone requests an appointment through your online scheduling page, a follow-up plan is created.

What to expect:

• A follow-up task appears after the appointment request is submitted.
• Requests submitted after business hours are due on the next business day.
• The follow-up plan closes when the contact's status changes or all follow-up attempts have been completed.

Appointment Confirmation Reminders

Appointment reminders help ensure upcoming appointments aren't missed.

What to expect:

• A reminder appears before the scheduled appointment.
• The reminder remains until the appointment day or until it has been completed.

Appointment Status Updates

After an appointment has taken place, you'll receive a follow-up asking you to update the outcome.

This includes:

• Free Screens
• Initial Evaluations
• Patient appointments

What to expect:

• The task appears shortly after the scheduled appointment time has passed.
• If the appointment falls on a weekend, the task becomes due on the next business day.
• The task closes once the contact's status has been updated.

Workshop Attendance Follow-Ups

After a workshop ends, you'll be prompted to record what happened.

What to expect:

• A follow-up appears shortly after the workshop has ended.
• Update whether the attendee attended, no-showed, or had another outcome.
• The task closes once the attendee's status has been updated.

No-Show Follow-Ups

If a contact is marked as a No Show, a new follow-up plan is automatically created.

This applies to:

• Workshops
• Free Screens
• Initial Evaluations

What to expect:

• The follow-up appears as soon as the contact is marked as a No Show.
• If the No Show is recorded on a weekend, the first task will be due on the next business day.
• The plan closes when the contact's status changes or all follow-up attempts have been completed.

Report Download Follow-Ups

When someone submits a form to receive a report or downloadable resource, a follow-up plan is created.

What to expect:

• A follow-up appears after the form is submitted.
• Submissions received after business hours are due on the next business day.
• The follow-up closes when the contact's status changes or all follow-up attempts have been completed.

Email Campaign Follow-Ups

Some marketing email campaigns can create follow-up tasks.

What to expect:

• A follow-up is created when a contact responds to or engages with a supported email campaign.
• Each campaign creates its own follow-up group.
• Standard patient and phase-based automated campaigns are not included.

Manual Follow-Ups

You can also create your own follow-up reminders at any time.

What to expect:

• Choose the date you'd like the reminder to appear.
• Manual follow-ups stay open until you mark them complete.
• Completed manual follow-ups remain visible in your history for 90 days.

Business Hours

Most automatic follow-up tasks use business hours when calculating due dates.

For example:

• If a lead submits a form after business hours, the first follow-up will usually be due on the next business day.
• Weekend events or submissions are generally due on the following business day.

The exception is Manual Follow-Ups, which are due on the exact date you select, even if it's a weekend.

Frequently Asked Questions

Why do I only see one follow-up task for a contact?

The Follow-Up page only displays the current task that requires action. Any future steps remain part of the contact's follow-up plan and will appear when it's time for them.

What happens if a workshop or appointment is rescheduled?

Any related reminder tasks automatically update to match the new date and time.

When do follow-up tasks disappear?

Tasks are removed once:

• They have been completed,
• The contact's status changes (when applicable), or
• The follow-up plan expires after a period of inactivity.