Managing Member Follow-Ups

The follow-up system helps you stay connected with members who need attention.

Creating a Follow-Up:
1. Go to Follow Ups from the sidebar
2. Click "Create Follow-Up"
3. Select the member to follow up with
4. Choose the follow-up type (New Member, Visitor, Prayer Request, Needs, Other)
5. Set priority (Low, Medium, High, Urgent)
6. Add notes and instructions
7. Assign to a team member
8. Set a due date
9. Save

Managing Follow-Ups:
- View all pending follow-ups on the main page
- Filter by status (Pending, In Progress, Completed)
- Filter by assigned team member
- Search by member name

Completing a Follow-Up:
1. Open the follow-up detail page
2. Add feedback notes about the interaction
3. Mark as completed
4. Optionally create a new follow-up if ongoing

Reports:
- View completion rates by team member
- Track response times
- Identify common follow-up reasons

Pro Tip: Use the AI message generator to draft personalized follow-up messages.