Introduction
The Follow-Up Status Settings are available to Club Admins, and are used to determine when users move into certain follow-up statuses.
To view your settings, go to My Club > Follow-Up Settings > Settings
The settings displayed will be dependent on which follow-up statuses your company is using. Your ability to edit them will also depend on your role and whether your company has enabled location-level settings.
Viewing and Editing Your Company's Settings
If you are an unrestricted admin, choose your company from the drop down menu at the top of your page to view and edit your settings. Any locations that do not have a location-level setting defined will use the company-level setting. For this reason, most company-level settings are required to be set.
Note: Changes apply to follow-up status transitions going forward; they do not change users' existing follow-up statuses.
Viewing and Editing Your Location's Settings
Choose a location from the drop down menu at the top of your page to view that location's settings. If your company has allowed location-level settings, you will have the option to enter in a different setting to be used at the location (Example 1 in the image below). If your company has not allowed location-level settings, you will be able to view the value your company has set (Example 2 in the image below).
Note: Changes apply to follow-up status transitions going forward; they do not change users' existing follow-up statuses.
System Admins: The ability to set location-level thresholds in the web app is determined by the "Enable Location Membership/PT/Studio Follow-Up Script settings" checkbox in the admin app. If that box is checked for the relevant follow-up type that a setting applies to (and the club does not have that follow-up status hidden), the setting will be available to be set at the location level in the web app.
