Set Follow-Up Reasons

Set Follow-Up Reasons

Follow-up reasons are the options a member picks from when scheduling or extending a follow-up on a meeting.

Things to Keep in Mind

  1. Only owners can configure follow-up reasons.
  2. You can add, edit, or delete reasons as needed.

How to Set Follow-up Reasons

  1. Go to Settings > Workspace > Follow-up.
  2. Click Add to enter the reason.
  3. Click Save.

Need More Help?

Contact our support team.