# Keep track of follow-ups

Source: https://letsrezzy.com/guides/keep-track-of-follow-ups
Description: Per-client follow-up tasks with due dates, collected in one list, so nothing you promised slips.
Updated: 2026-08-08

"I'll check how the colour settled" is a promise, and promises without a system get broken. Follow-ups are Rezzy's memory for them.

## Add a follow-up

1. Open the client's page and add a task: what to do and when it's due. "Call about the 12-week plan, Friday."
2. Done. It's attached to the client, and it will resurface on time.

Website inquiries and imports can create follow-ups automatically too; anything that needs a human later becomes a task, not a mental note.

## Work the list

Click the bell and open the **Follow-ups** tab: every open task across all clients, due-dated, in one place. The bell shows its quiet dot whenever something needs you, so an empty panel genuinely means you're caught up.

![The Follow-ups tab with open tasks and due dates](/blog_images/follow-ups-panel.png)

*Every promise in one list, due-dated, with the client attached.*

Check a task off when it's done and it lands on the client's timeline as part of the relationship's history: next year you'll see that you did call about the 12-week plan.

## What to use it for

- Aftercare check-ins the day after a big service.
- "Wants to book when the schedule opens" waitlist promises.
- Retail follow-ups, patch-test scheduling, consult decisions.
- Anything you'd otherwise write on a sticky note that dies by Thursday.

The **Needs rebooking** list handles the "come back in" nudges systematically (see [Rebook lapsed clients](/guides/rebook-lapsed-clients)); follow-ups are for the one-off promises in between.