Calendar View & Appointment Setting | Teams

Teams within Teams filtering is available to accounts on our Platform plan. --- About the Team Calendar View Team Calendar filtering gives Team Leaders & ISAs the ability to: View the current workload of all team members. Understand agent availability for lead assignments, appointments, etc. Create and edit calendar appointments for their team m...

Calendly

We recommend downloading the Chrome Calendly extension to use with Follow Up Boss. Here's where you can do that: Calendly: Meeting Scheduling Software You may need to restart Chrome after Calendly has been installed. After the Calendly for Chrome extension has been installed, here's where you'll be able to see it on Chrome: Clicking on the Calendly ...

Appointments & Events

Creating appointments with clients has never been easier!  You can create an appointment directly inside of Follow Up Boss, invite attendees (they don't need to be in Follow Up Boss), and have that event instantly sync with your Google Calendar or Microsoft Office 365 Calendar. We'll also pull in events from your Google Calendar or Microsoft O365 Ca...

Appointment Text Reminders

Beta Power Up Feature currently in beta and can be enabled by admins on the Powers Ups screen. Send a text reminder to the contacts who have been invited to an appointment: When this box is ticked, saving an appointment will queue up a text reminder for the upcoming appointment. Reminders will be sent at the following times: If you create a same-day...

Microsoft O365 Calendar

When you connected your Microsoft email to Follow Up Boss, you will begin to sync appointments and tasks between your Follow Up Boss and O365 calendar. If you have a connected Microsoft email but are not seeing the calendar sync, disconnect and reconnect your email from your My Settings page.  Task Once connected, you will see a Follow Up Boss Tasks...

Recurring Tasks

The best way to set up recurring tasks in Follow Up Boss is by using our Action Plans: Navigate to Admin > Action Plans, and then select 'Create Your Own' near the top right-hand corner of the page. The example above demonstrates setting a weekly recurring task to be applied to any contact, however, you can set any frequency that makes sense for ...

Working with Tasks

Use tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them. The Tasks page will display tasks by: Today's tasks: Easily be able to see what you need to do today. Overdue tasks: We understand, sometimes you can't complete tasks the day they are due, so yo...