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)
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.