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Follow-Up Sessions Report

Updated

Overview

The Follow-Up Session report is used to identify events, sessions, or appointments that have not had a follow-up session booked. This tutorial will explain how to use the Follow-Up Sessions report. 

Example Report Details

This report can show any of the following depending on how it is set:

  • Which consultation has not had a session
  • Which session has not had a sales session
  • Which event, session, or appointment has not had a follow-up session

This Report Requires Setup

  • This report requires setup steps before it will work as expected.
    • Step 1: Set up Future Sessions To Be Automatically Linked. Once the setup is completed all future sessions will automatically work for the report.
    • Step 2: Setup Historical Sessions To Be Linked. Previous sessions will require the manual steps listed below to work.

Table Of Contents

How to Edit Calendar Types (Used During Setup)

To Edit Calendar Types, go to the Manage Calendar Types table by doing the following steps:

    1. Click on the Calendar
    2. Click on the Settings tab
    3. Click on the Manage Calendar Types button 
      • Manage_Calendar_Types.png

Set up Consultation For Session

  1. Edit the Session Calendar Type
  2. Click on the Settings tab
  3. Click the Select Previous Calendar Type button under the Automatically Link Previous Session Header
  4. Select the Consultation Calendar Type (Or your equivalent of a Consultation calendar type) 
    • Consultation_follow_up.png

Set up Session to Sales Session

  1. Edit the Sales Session Calendar Type
  2. Click on the Settings tab
  3. Click the Select Previous Calendar Type button under the Automatically Link Previous Session Header
  4. Select the Session Calendar Type 
    • Consultation_follow_up.png

Set up any Event, Session, or Appointment

  1. Edit the Calendar Type that is the last one to be booked.
  2. Click on the Settings tab
  3. Click the Select Previous Calendar Type button under the Automatically Link Previous Session Header
  4. Select the Calendar Type that is the first one to be booked.
  1.  

Manually Set up Already Booked Sessions

This step is used to update sessions, appointments, or events that are already booked on the calendar so that the report will correctly show booked sessions.

  1. Edit the event, session, or appointment that is booked last
    • For example, if this was a consultation-to-session situation you would edit the session.
    • If this was the session-to-sales session situation you would edit the sales session
  2. Click the Select Previous Session button 
    • select_previous_session.png

 

How to Run the Follow-Up Report

  1. Click on the Calendar component
  2. Select the Reports tab
  3. Click the Follow-Up Sessions button
    • follow_up_session.png
  4. Select the desired time frame
  5. Click the Select Calendar Type button
    • Select the Consultation calendar type if you want to see which consultations are missing a session
    • Select the Session calendar type if you want to see which sessions are missing a sales session