There are currently 2 ways of adding a follow up:

1. Follow Up page
2. When adding a member

1. Follow Up page

You will be able to add a follow up by clicking on Planning and then on Follow Ups in the dashboard.

Navigate to Add Follow Up

A new popup will now be displayed allowing you to enter the following information:

• Type – Select a follow up type
• For Member – Select which member you to follow up on.
• Assigned To – Assign the follow up to a leader.
• Due – Select a due date.
• Additional Notes – Add any additional notes to this follow up.

Click on Create Follow Up.

The follow up will now be displayed on the Follow Ups page.

2. When adding a member

You can create a new follow up when adding a new member to your church. The follow up box will be displayed on the right side of the New Member form.

You will be able to enter the following information below:

• Type – Select the follow up type or create a new follow up type.
• Assigned To – Assign the follow up to one of your church leaders.
• Due – Select a due date.

The follow up will now be displayed on the Follow Ups page.