Daobook

Follow-ups

Set a reminder to get back to a client — at the end of a consultation or from their profile — and work through recalls and follow-ups from one list.

6 min read Updated 28 September 2026

Follow-ups

A follow-up is a reminder to get back to a client: ring them about how the new formula is sitting, or check in after a cancellation. You set it where the client is — in a consultation or on their profile — and it waits in the Recalls & follow-ups list on the Clients page, alongside the automatic recalls, until someone ticks it off. Nothing pops up and nothing is sent to the client.

Step 1: Set one in a consultation

While writing a note, click "Remind me to follow up" at the bottom left of the note, across from Save as Draft. Pick 3 days, 1 week, 2 weeks or 1 month — or "More" for tomorrow, the next few days by name, 6 weeks, 3 months or any date — add a time if you like, type one line, and click "Set reminder".

Remind me to follow up expanded at the bottom of a consultation: 1 week chosen with a time field beside it, a text line and the Set reminder button

It confirms in place — "Follow-up set for Fri 18 Sep" — and never gets in the way of saving or finalising the note.

Step 2: Or set one from the client's profile

Open the client and click "Recalls & follow-ups" in the profile menu. The line at the top says where this client stands on recall: booked in, due, or the next date it falls due, worked out from their last visit and the recall interval on its appointment type. Below it, type into "Follow up with … about…", tap a date chip if you want one, and press Enter.

The Recalls & follow-ups section of a client profile: a Booked in line at the top, the add line with date chips, and under Notes and options a Done once they rebook tick box

Open "Notes and options" for a notes box and the "Done once they rebook" tick box. Leave it ticked for a "check in after cancelling" follow-up — it completes itself the moment the client is booked in again. Untick it for a clinical check-in that should stay until you have actually done it.

Everyone at the clinic sees a client's follow-ups on their profile, and anyone can tick one off.

On the profile, tick the circle to mark one done, click the text to edit it in place, click the date to change or clear it, and use the cross to remove one. Completed ones sit under "Past follow-ups" with an "Undo" link.

Step 3: See what has fallen due

Open "Clients". Whenever anyone is due for recall or a follow-up is waiting, a "Recalls & follow-ups" pill sits above the list. Its red number is what is overdue or due today; it shows no number while everything is still ahead. Click it.

The Recalls & follow-ups pill above the client list, with a red count of what is due

Recalls only appear once an appointment type has a recall interval. An owner or admin sets these once, in Settings → Practice Info → Recalls: type a number of days beside each appointment type you recall after (28 reads as "4 weeks"), leave the rest blank, and click "Save recall settings". The same page sets how long Mark Contacted keeps a client off the list, shows which patient statuses are left out of recalls, and says how many clients are due right now.

Settings, Recalls: a line saying how many clients are due for recall now with an Open the list link, the recall interval table with 28 days reading 4 weeks, the After Mark Contacted setting and the Save recall settings button

Everything to get back to is in one list, in time order: Overdue, Today, This week, Later and Anytime (follow-ups with no date). Recalls and follow-ups sit side by side. A recall row reads "Recall · Acupuncture, 28 days": that client's last visit plus the recall interval on its appointment type has passed, and nothing is booked. A follow-up row shows what was typed and who set it. Everyone at the clinic sees the same list.

The Recalls & follow-ups list: Overdue, Today, This week and Later bands, each row a client with a reason, last visit, due date and a Mark Contacted or Done button, and under the list a small line reading 1 contacted in the last 30 days, Show

  • Done clears a follow-up. Click its text to edit it in place, or click its date to change or clear it.
  • Mark Contacted on a recall records that you have reached out, and how: Phone, Email, SMS or In person. The client then drops off the list for 30 days, or whatever you have set under After Mark Contacted in Settings → Practice Info → Recalls. If that passes and they still have nothing booked, they come back onto the list by themselves, reading "Last contacted 31 days ago". A booking clears the recall for good.
  • The small line under the list, "1 contacted in the last 30 days · Show", brings those clients back into view in a Contacted band, each with an "Undo" in case you marked the wrong one.
  • Show the next 90 days at the bottom looks further ahead. Export PDF prints the list you are looking at.

Tips:

  • The Later band covers the next 30 days until you widen it.
  • If the daily recall email is on (Settings → Communications → My Notifications → Daily Recall Email), owners and admins get the same overdue recalls and due follow-ups each morning. The list works whether it is on or not.