Here’s how you can quickly create a new follow-up in Gracely:
Step 1: Navigate to Follow-Ups
Log into your Gracely account.
In the left-hand sidebar, click on the Follow Ups tab, located just above the Events section.
Step 2: Assign a Follow-Up
Click the Assign Follow Up button located at the top-left.
Step 3: Fill Out Follow-Up Details
In the pop-up modal window, complete the following required fields:
Person(s): Start typing to search and select one or multiple church members from your existing database.
Assign To: Choose a responsible pastor or administrator from the dropdown list.
Follow-Up Date: Select the date for when the follow-up should occur.
Follow-Up Time: Choose the specific time for the follow-up.
Type: Specify the follow-up method from the options provided: Visit, Phone, or Message.
Action: Select the nature of the follow-up (e.g., Pastoral Care, Home Visit, Hospital Visit, First-Time Visitor, Baptism Preparation, Prayer Request, Event Invitation, Volunteer Opportunity, Membership Update, or Meeting Follow-Up).
Notes: Include any additional details or context about the follow-up.
Step 4: Save or Complete the Follow-Up
Click Save to schedule the follow-up.
Or, click "Mark as Done" if the follow-up has already been completed.
That's it! Your follow-up is now scheduled and will appear in your follow-up list, ensuring no member engagement slips through the cracks.