Club OS offers its users the ability to customize how their follow-ups are rescheduled. Users can arrange for their follow-ups to redistribute over a series of dates or all on the same day. They can also pick between rescheduling the entirety of their follow-ups or, instead, a specified portion (ex. filtered status or overdue follow-ups).
Please note that the ability to reschedule follow-ups is controlled by the Permissions of your account. If you do not see this option, you or an admin for your location may need to enable this feature. The steps to do this can be found here: Permissions Breakdown.
To see how rescheduling follow-ups is accomplished, refer to the steps below.
Start inside the User Search page. To the right of the User Search bar is the Search Actions drop down box. Click it.
User Search > Search Actions
The Search Actions menu will expand. Scroll through and click ‘Reschedule Follow-Up’.
> ‘Reschedule Follow-Up’
Here, the Reschedule Follow-Up pop-up window will appear.
To begin the rescheduling process, select the range of dates over which the follow-ups will be redistributed. This is done by clicking each calendar icon and manually setting the date(s).
Once the user has designated a date range, Club OS will evenly divide the total number of follow-ups to be redistributed over the newly selected number of days. Example: If Employee A sets their 100 follow-ups to redistribute across four days’ time, each date would then reschedule twentyfive follow-ups.
Note: Be aware of the availability of the employee assigned to perform follow-ups. This window is not synced to a club’s calendar and, thus, will add to that employee’s workload regardless of their saved availability.
> Set Start/End Dates
Select the follow-up category for which rescheduling is meant to occur: Membership or PT Sales.
> Select Follow-Up Type
The last feature, the ‘Limit’ box, is an optional step. This exists for users seeking to reschedule only a fraction of their overall follow-ups.
> (Set Follow-Up Limit)
When finished, click ‘Go’ to save.
> ‘Go’ Button
To isolate your overdue follow-ups you'll want to navigate to the bottom of the User Search page and use the Time Range filter. In the drop-down, choose Follow-up (M) Date. This will be looking at when the Membership follow-up is due. In the calendar boxes below the drop-down, leave the left calendar box blank to say beginning of time and choose yesterdays date form the right calendar box. This will isolate all overdue membership follow-ups. You can use Follow-up (PT) Date and the same time range settings to isolate overdue PT follow-ups.
If done correctly, the results at the top of the page will match the overdue follow-up count found in your follow-up queue.