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
- Follow-ups are considered an extension of the original meetings, and customers are not charged.
- 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
- Go to Orders from the sidebar and open the Summary.
- Locate the order that you want to book a follow-up for.
- Choose an Option:
- Book now: If the customer has already agreed on a time. Select the date, slot, and reason for the follow-up.
- Book Later: This allows the customer to book a follow-up at their convenience. Set an expiration date and provide a reason for the extension.
- Save the follow-up details.
Need More Help?
Contact our support team.