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Follow Up

Track absentees and follow up

• Completing and Transferring a Follow-Up

  How to log an activity, submit a report, mark a follow-up complete, and hand it off to someone else when needed.

• Managing Your Follow-Up Team's Capacity

  Understand how Max Active Assignments protects your team from being overloaded by auto-assignment.

• Message Templates for Follow-Up Notifications

  The default SMS templates behind every assignment, transfer, reminder, and completion notice.

• Setting Up Auto-Assignment for Follow-Ups

  Choose between Follow-up Team, Group Leaders, or Both (Smart) mode, and understand exactly how each one decides who gets assigned.

• Setting Your Absence Threshold

  Decide how many consecutive missed services turns a member into an absentee, and how it interacts with Priority.

• Understanding Absentees and Priority Levels

  How Sermfy identifies absentees, calculates priority automatically, and what each status means.

• Understanding Follow-Up Team Matching Scores

  The exact points behind Follow-up Team auto-assignment, so you know why a specific person was chosen.