Set Follow-Up Reasons
Workspaces can configure follow-up reasons for bookings. This helps standardize the follow-up process and ensures members select from a predefined list of reasons when booking or extending a follow-up.
Things to Keep in Mind
- Only owners can configure follow-up reasons.
- You can add, edit, or delete reasons as needed.
How to Set Follow-up Reasons
- Go to Booking Settings: Navigate to Settings > Workspace Info > Follow-up.
- Add a New Reason: Click Add, enter the reason, and click Save.
- Modify Reasons: To modify a reason, click the Edit or Delete icon next to it.
Need More Help?
Contact our support team.
Related Articles
Set Cancellation Reasons
Workspaces can define the reasons customers or members must select when cancelling a booking. This helps standardise cancellations and provides clarity on the reasons behind them. Things to Keep in Mind Only owners can configure cancellation reasons. ...Set Reassignment Reasons
Workspaces can define the reasons for reassigning a booking to ensure consistency in how bookings are managed. Things to Keep in Mind Only owners can set reassignment reasons. Only owners and managers can reassign a booking. You can add, edit, or ...Set Reschedule Reasons
Workspaces can configure reasons that members or customers must choose when rescheduling a booking. This helps standardise the rescheduling process and ensures consistency. Things to Keep in Mind Only owners can configure reschedule reasons. You can ...Set Reschedule Policy
Workspaces can decide how bookings can be rescheduled, ensuring consistency and clarity for members and customers. Things to Keep in Mind Only owners can set the reschedule policy. Member Agreement: Members must accept the reschedule policy before ...Set Public Holidays
Block days when your office is closed, such as public holidays, festivals, or company-wide breaks. On these days, your store will not accept any bookings. Things to Keep in Mind Who Can Set Holidays: Only Owners and Managers can configure holidays. ...