Follow Up Add-On

Keep a log of customers who need to be contacted on a certain date for additional information.

About the Follow Up Add-On

This add-on allows you to add a follow-up date and note to student and /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.

  • Edit and remove notes fast and efficiently.
  • Quickly access and record follow-up notes.
  • Easily sort by date to see which clients you need to follow-up with first.
Follow up screenshot - create follow upFollow up screenshot - view follow up


Stay organized and never forget to follow up with clients again by adding detailed follow up notes to client profiles.

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