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Manage Your Follow-ups

  • Updated


Tap on any person in your Follow-ups list to change or update their follow-up.

  • Change reminder that is already set: Need to move an upcoming follow-up? In your Reminders list, tap Change reminder to set it for another day.

  • Remind me: Not the right day for someone in Needs attention? Tap Remind me to push the follow-up to another day.


     
  • Mark done: Finished? Tap Mark done to move them to your Done list.

  • Follow up again: Want to reconnect with someone in your Done list? Open their contact card and tap Reopen to set a new follow-up.

     

Add to your phone contacts: 

Added someone new in Boards? Open their contact card and tap Add to phone book to save them to your phone’s contacts.

  • Delete: Open their contact card and tap Delete to remove them from Follow Ups. This only removes them from Boards. They stay in your phone’s contacts if they were added from there.

Customize Your Labels and Reminders

The labels in Follow-ups are just suggestions. You can make them fit your business by renaming, deleting, adding or recoloring them.

  1. Open the contact: Tap the person in your Follow-ups list.
  2. Tap the three dots: Tap (...) in the top right corner.
  3. Edit your labels: Add a new label, rename or delete an existing one, or change its color.
  4. Select your default reminders: Tap on the reminder options you wish to use most frequently.

Pro Tip: Use labels that match how you work, like “Party Guest,” “Hostess” or “VIP Customer,” so you know exactly where each conversation stands at a glance.

Export Your Follow-ups

  1. Open the contact: Tap the person in your Follow-ups list.
  2. Tap the three dots: Tap (...) in the top right corner.
  3. Tap Export: Choose how you’d like to export or share it.


 

Follow Up with Someone

  1. Tap Follow up: On the person’s card, tap Follow up.
  2. Choose how to reach them: Call, text, or open the messaging app you use with them.
  3. Send what you need: Switch to your Boards Keyboard to share content right in the conversation.
  4. Set the next follow-up: When you come back to Boards, you’ll be asked when to follow up next. Pick a time so nobody falls off your list.

Pro Tip: Add a few quick replies to your Board as Text content, like “Checking in after a few days,” so the right words are always ready. See Adding Content.
 


FAQs

  • Does it work on iPhone and Android?
    Yes, both.
  • Can I use Follow Ups on desktop?
    Not right now. Follow Ups is available on the Boards mobile app only.
  • Do my follow-ups sync across my devices?
    Yes. Your follow-ups sync instantly across all your devices where you’re signed in, just like your Boards and content. No need to refresh or reopen the app.
  • Can my leader or team see my follow-ups?
    No. Only you can see your follow-ups.
  • Why does Boards ask for access to my contacts?
    So you can pick the people you want to follow up with straight from your phone contacts. Boards only adds the people you choose.
  • I’m not getting my follow-up notifications.
    Make sure notifications are turned on for Boards. See Turn On Notifications above.
  • Do I need to add follow-ups to my calendar?
    No. Boards reminds you, so there’s nothing to put on your calendar.
  • Can I import all my contacts?
    No, and that’s on purpose. Follow Ups is for the people who matter right now: the ones you’re talking to and the people you meet. You can pick them from your phone contacts anytime.
  • Can I change when I follow up with someone?
    Yes. For an upcoming follow-up, tap Change reminder to pick another day. For someone in Needs attention, tap Remind me to push it to another day.
  • What if my follow-ups pile up?
    Use Remind me to move people in Needs attention to a better day, so your list stays doable.
  • Can I follow up again with someone I marked done?
    Yes. Open their contact card in your Done list and tap Remind me to set a new follow-up.
  • Can I add someone who isn’t saved in my phone contacts?
    Yes. When adding someone to Follow Ups, type their name and tap Add as new contact. You don’t need to save them to your phone first.
  • Will my follow-ups show up in my phone’s contacts app?
    No. Your follow-ups, including the people you add, their labels, and notes, stay in Boards. They won’t appear in your phone’s contacts app.

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