Book a Follow-Up

There will be instances when a single meeting won’t cover everything. Follow-ups let you help customers continue the conversation without additional charges, ensuring a smooth customer experience.

Things to Keep in Mind

1. No Extra Charge: Follow-ups are considered an extension of the original booking, and customers are not charged.
   
2. Flexibility: You can either extend a follow-up for customers to book at their convenience or schedule it directly with an agreed-upon time slot.
   

How to Book a Follow-up

1. Go to Bookings: Navigate to Bookings from the sidebar.
   
2. Find the Booking: From the Needs Action tab, locate the bookings that are already conducted.
1. Alternatively, use the search bar at the top to find the specific booking.
3. Choose an Option:
   
1. Book Now: If the customer has already agreed on a time, choose this option. Select the date, slot, and reason for the follow-up.
   
2. Book Later: Select this option to allow the customer to book later. Set an expiration date and provide a reason for the extension.
   
4. Confirm: Save the follow-up details to finalise the process.
   

Need More Help?

Contact our support team.

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