How to add a follow up

You can document and keep track of follow ups with both potential clients and others such as referrals or parents. 

First go into the "Pending Admissions" 

You will notice in the top navigation bar a tab called "Follow Up", click this

Once you click "Follow Up" you will notice "New Follow Up", click this 

Once you have opened this section you will be given specific fields to fill out. 

Fill it out and then click submit on the lower right. 

You will be able to see existing upcoming follow-ups in this section as well.