Manual follow-up Configuration : Support Center

Manual follow-up types are those follow ups which will need to be opened by the staff whenever required and will reflect on the Dashboard of the staff as per the date selected manually. This type of Follow-up will give you a convenient classification which in turn will allow the representative to know the type of follow ups they need to open as required. This will help to increase the effectiveness and clarity to the sales representatives and also will provide clarity to the owners while viewing the follow-up report. e.g. Notes, Escalation, Balance

e.g. Let say if a client is asking to the staff to remind her/him about the Classes availability on a specific day or praising a staff or escalating about anyone / thing at the centre, then this feature can be created in the software through the Manual Follow-up by having the Notes/Escalation/Appreciation types configured and the comments can be added in the followup. You can either update the comment and close the followup or keep it open till the date selected as required.

Similarly, you can also have Automated Follow-up configured which will be automatically opened based on the set criteria at the time of configuration.

Refer to Designing Automated Follow-up to learn more

Note: Manual Follow-up will open based on whenever your staff wants to open the follow-up for themselves.

Steps on how to configure the Manual follow-up type:-

Select the ‘CENTER’ (in case you have multiple centers) that you want to configure the Automated Follow-up.

Click on the ‘Setting’ tab.

Click on ‘Follow-up Type List’

Click on ‘Create new follow-up type’ and you will get the page as shown in the above image(s).

You will get 2 radio buttons: Manual Follow-Up and Automated Follow-Up

Follow-Up Identification Name: Mention the name of the follow-up as shown in the image above e.g. Client Feedback – 30 Days

Follow-Up Type : The Type of Follow-up which is the same as the Identification Name shown in the image above e.g. Client Feedback – 30 Days

Assign To: Select either Department or Client Rep based on the requirement of your club process. e.g. If the feedback calls are done by the Front Desk Executive which is other than the client representative then select the radio button Department and in case all calls are taken care by Client Rep on whose name the client has been registered then select the radio button Client Rep

Color: Identification for a particular follow up type can be given by setting color which will be reflected in the Follow-up report and other linked reports like Membership Activation/Purchase Report, Membership Expiry Report.

Department: Based on the radio button as the department selected mentioned in the Assign To, the list of departments will reflect in the drop-down to be selected. As mentioned in the example, Front Desk can be selected. It can also be Sales Executive in case of renewals as shown in the image below:

Would you like this follow up type to be selected while creating a compulsory follow up on: Identification for a particular follow up type can be given by setting color which will be. e.g. If a client has kept a balance amount to be paid in a weeks time while he utilizes the service(s) in the gym / club, then at the time of bill creation there will be a mandate Follow-up to be entered for keeping a reminder for the balance amount to be collected from the client.