Follow-up reminders

A follow-up date is a private reminder for you. Set one on any open referral you sent, received, or claimed from your Team Referral Queue. It works on every plan.

Set a follow-up

1. Open Referral Desk in the left menu. On a phone, tap Referrals in the bottom bar.
2. Click the client's name to open the referral.
3. Find Follow-up. It says Not set if there is no date yet.
4. Tap Tomorrow, In 3 days or Next week. Or pick any date in the date box.
5. You will see a short message like "Follow-up set for" the date.

To remove it, tap Clear next to the date.

See what is due

1. On your Referral Desk, tap Follow-ups due above the list. The number on it shows how many are due.
2. To work the most pressing ones first, pick Most urgent first in the Sort menu.

On the day of a follow-up, Refervia reminds you in the app with a notice in the bell. Tap it to jump straight to your due follow-ups.

Good to know

• Only you see your follow-up date. Your partner has their own.
• Follow-ups are for open referrals. Once a referral is withdrawn or closed out, the Follow-up box goes away.
• A follow-up date that has passed shows in amber so it stands out.
• Want to nudge your partner instead? Open a referral you sent and tap Send reminder. That one goes to them, once a day at most. On Pro and up, Refervia also reminds them on its own if it's still New 24 hours after you sent it (see Automatic reminders).
• On Team Reports, owners and admins can see follow-up dates in the team pipeline.

Trouble?

• "Only the sender or the person working this referral can set a follow-up.": You are not on this referral. Ask the person who has it.
• "Could not save the follow-up": Check your connection and try again.
• I don't see Follow-up: The referral is closed or withdrawn.