About the Follow-Up/Match Support category

Follow-Ups are reminders that appear on your Dashboard and can be automated to generate based on common schedules (such as monthly, quarterly, annually).

Common Follow-Up categories:

  • Match Support (monthly/quarterly)
  • Match Anniversary
  • Driver’s License Expiration
  • Auto Insurance Expiration
  • Background Check Expiration (only for clients who are not taking advantage of the automated Sterling Volunteers background check renewal feature)
  • Birthdays

You can manage upcoming and overdue Follow-Ups using the Dashboard or by accessing the Follow Up tab in the participant or match record. You can document your Follow-Ups using communication and notes and custom note templates.

You can complete expiration-based Follow-Ups by simply updating the expiration date in the participant’s record.