How can we help?

    How Do I Reschedule Follow-Ups?


    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.

    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.


    If wishing to reschedule for one solitary date (as opposed to a date range), simply set both the Start and End date for the exact same day.


    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.


    Example: If Employee A only wanted to reschedule half of their 100 follow-ups, they would then type ‘50’ into the Limit box. Fifty follow-ups would then re-schedule while the other fifty remained untouched.

    > (Set Follow-Up Limit)


    When finished, click ‘Go’ to save.


    > ‘Go’ Button

    Was this article helpful?
    0 out of 0 found this helpful


    • Avatar

      The search actions drop down menu does not contain the options listed on this article. I need a solution for overdue follow ups.