What it does
This page gathers every contact whose next follow-up date has arrived (or passed) into one tidy list, so you always know who to call or message next. From here you can:
- See who's due today and who's overdue.
- Spot recurring clients who are ready to re-book.
- Log an interaction to record the chat and set the next follow-up — which clears them from today's list.
Where to find it
In the top header, click Clients ▾ then Follow-ups.
URL: /dashboard/follow-ups
Step by step
Read the queue
The page lists one card per contact who's due. Each card shows:
- The contact's name (a link to their full page) and their pipeline status badge.
- A Re-book badge if they're a recurring client (see below).
- An Overdue badge (red) if their follow-up date has already passed.
- Their source, the follow-up date (shown in red when overdue), and tap-to-use phone and email links.
Call or email straight away
- Click the phone number to start a call (on a mobile/tablet it dials; on a computer it opens your default calling app).
- Click the email address to open a new email to them.
Log an interaction to clear a follow-up
This is how you "tick off" someone on the list.
- Click Log interaction on their card.
- Fill in the pop-up — Channel, Direction, What was said, the date it happened (When), and crucially a new Next follow-up date.
- Click Log it.
The queue refreshes. If you set a future follow-up date, that contact drops off today's list and reappears when the new date arrives. If you leave the next follow-up blank, they're cleared from the queue entirely (until something sets a new date).
Open a contact for the full picture
Click the contact's name to open their detail page — useful when you need their history, quotes or jobs before making the call.
Due vs overdue
- Due — their follow-up date is today. They appear in the list with no red badge.
- Overdue — their follow-up date is in the past. They get a red Overdue badge and their follow-up date is shown in red, so you can prioritise the people you've kept waiting.
Both due and overdue contacts appear together in this one queue.
The "Re-book" badge
Contacts whose client type is a recurring cadence — Recurring Monthly, Recurring Bimonthly (every 8 weeks) or Recurring Quarterly — show a Re-book badge (a circular-arrows icon). It's a reminder that this isn't a one-off chase: they're a repeat customer who should be booked in again on their regular cycle. One-off and unknown-type contacts don't get the badge.
How follow-up dates get set
A contact lands in this queue because of their Next follow-up date. That date is set in any of these ways:
- When you add or edit a contact and fill in the Next follow-up field (new contacts default it to today).
- When you log an interaction and set a Next follow-up date (the most common way).
- In bulk from the Contacts list, using the bulk Follow-up date control on selected contacts.
To stop chasing someone, log an interaction without a next follow-up date, or clear the date on their contact record.
What each screen shows
- Page heading — "Follow-ups due" with the note "People to reach out to today or overdue."
- A card per contact — name, status badge, optional Re-book and Overdue badges, source, follow-up date, phone/email links, and a Log interaction button.
- All caught up — when nothing is due, you'll see a celebratory "You're all caught up 🎉 — No follow-ups are due right now."
Tips & good to know
- Make logging an interaction (with a next date) your habit after every call — it keeps this queue accurate and self-cleaning.
- The Re-book badge is your cue to book the next regular clean for recurring customers, not just to "follow up".
- An empty queue is a good thing — it means you're on top of every lead and client.
- The same follow-up dates also appear in the Next follow-up column on the Contacts list.
Troubleshooting
- Someone I expected isn't here — their follow-up date may be in the future (they'll appear on the day), or blank. Open their contact page to check and set a date.
- I logged an interaction but they're still showing — make sure you set a future Next follow-up date; leaving it as today (or in the past) keeps them due.
- The queue never empties — check for contacts with old, overdue dates that need either a fresh follow-up date or to be cleared.