š¬ Watch the 30-second video: Care: How to set up a follow-up
What is a Follow-Up?
A follow-up is a task assigned to a user to take action for one or more members at a specific date and time.
Examples include phone calls, visits, messages, or volunteer outreach.
Gracely also sends automatic email reminders so nothing is missed.
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How to Create a Follow-Up
Go to Calendar ā Follow Ups
Click Create new
Select the member or members
Assign the follow-up to a user
Choose a Type (Visit, Phone, Message)
Choose an Action (Pastoral Care, Volunteer Opportunity, First-Time Visitor, etc.)
Set the follow-up date and time
Add optional notes
Click Save
In Assign Follow Up: ā Member ā” Assign To ā¢ Type ā£ Action ā¤ Follow-Up Date and Time, add Notes, then ā„ Save.
Your follow-up is now scheduled.
Automatic Email Reminders
Gracely keeps your team on track with built-in reminders:
š§ 24 hours before the follow-up date, the assigned user receives an email
ā° 1 hour before the follow-up time, another reminder email is sent
No manual reminders needed.
Managing Follow-Ups
View all follow-ups from the Follow Ups page
Track Pending and Completed items
Click a follow-up to see full details
Tick its box to mark it Done once completed
ā Create new ā” Filter by status ā¢ Filter by Responsible ā£ Tick the box to mark a follow-up done ā¤ Click a row to see its details on the right.