Follow Up Add-on

The Follow Up Add-on is a simple add-on that allows you to add a follow up date and note to student or family records.  The column is displayed in the student and family tables and allows you to sort using this field to easily find clients that you need to follow up with.

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right and enter "Follow Up".
3. Click on the "Enable" link.

Settings

Once the add-on has been enabled, you can click on the "Settings" option to customize the following settings:

1. Student Follow-Up - When this setting is set to "On", it will display the "Follow Up" column in the Student List.
2. Family Follow-Up - When this setting is set to "On", it will display the "Follow Up" column in the Family List.

Usage

When you are viewing the Student or Family list, you can follow the steps below to add a follow up date:

1. Place your cursor over the "Follow Up" column in a student or family profile's row.
2. Click the "Add" link.
3. In the "Date" field, select a date for the follow up.
4. In the "Notes" field, add some notes about the follow up (this step is optional).
5. Submit the form to create the follow up.

The follow up will be added to the client's row.  You can click on the date to view a pop-up that contains the details of the follow up.  You can edit it by clicking on the "Edit" button or you can remove it by clicking the "Remove" button.