Troubleshooting

Why can’t I see a follow-up I scheduled?

It’s usually scheduled for a later date, or a later step closed or replaced it.

Future follow-ups don’t appear under Overdue or Due Today until they’re due. Select the scheduled date on the calendar, and check which date is selected.

A later Log Action closes the earlier follow-up and can schedule a new one in its place.

If the treatment was marked Booked, it moves to Booked — Awaiting Completion. Completed, Declined, Long-Term Hold and No Further Follow-Up all end ordinary contact follow-up.