Follow-ups & Reminders
Keep track of every client interaction with scheduled follow-ups and automated reminders. Never miss a callback, a quote follow-up, or an important deadline.
Follow-ups
Navigate to Follow-ups in the sidebar. The follow-ups page lets you:
- Schedule Follow-ups — Set a date and time to follow up with a client
- Link to Client or Itinerary — Attach the follow-up to a specific client profile or itinerary
- Set Priority — Mark follow-ups as low, normal, or high priority
- Add Notes — Record what needs to be discussed or actioned
- Track Status — Mark as pending, completed, or overdue
Follow-ups list with scheduled dates, client names, and status indicators
Creating a Follow-up
- Click New Follow-up or create one from a client profile
- Select the Client from the dropdown
- Choose the Follow-up Date
- Select the Type (call, email, meeting, quote follow-up)
- Add Notes with context about the follow-up
- Click Save
Quick Follow-up: You can also create follow-ups directly from the client profile page or from an itinerary detail page.
Reminders
Navigate to Reminders in the sidebar. Reminders are broader notifications that can be set for:
- Payment Due Dates — Remind you when a payment is expected
- Trip Start Dates — Alert before a client's trip begins
- Supplier Deadlines — Booking confirmation deadlines
- General Tasks — Any custom reminder you need
Screenshot: Reminders page with upcoming reminders sorted by date
Dashboard Integration
Your upcoming follow-ups and reminders appear on the Dashboard for quick access. Overdue items are highlighted in red so you can prioritize them immediately.