Follow-ups
Keep your commitments to customers in a single queue: what needs doing with each one, and by when.
Reviewed on Saturday, October 24, 2026
A follow-up is a commitment to a customer: call them, offer a renewal, check how they’re doing. They all live in Today → Pending, the team’s shared queue. Follow-ups are part of MAYEL Pro.
The ones MAYEL creates on its own
An appointment is marked No show: contact the customer after a missed appointment.
An appointment for a treatment with Requires follow-up is finished: check how they’re doing after the number of days you set.
A package has a single session left: offer the renewal.
A customer goes past the inactivity days without visiting the business: win them back.
They don’t duplicate: if one is already open for the same reason, MAYEL doesn’t create another. And they close on their own when they’re no longer needed.
Work on a follow-up
1In Today → Pending, open the row’s menu and tap Start. The team knows someone has already taken it.
2Contact the customer with Call or WhatsApp, or open their record.
3Tap Complete…, enter the Closing note (optional) and tap Confirm.
To create one by hand, open the customer’s record, go to Follow-ups and tap New follow-up.
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