To generate a Follow-Ups list
1. On your schedule, click on the Printer logo
2. Click on Print Clients Follow-Ups
This will open a new window giving you the ability to customize your follow up list.
3. Click on the Follow-ups tab
4. Choose a time for the question "Find clients whose last appointment was more than"
5. Choose a time at question "Ignore clients whose last appointment was more than"
6. Click on Search*
7. You can choose to print, export or close the report window**
To generate a Cancellations list
Follow steps 1 and 2 as explained above under To Generate a Follow-Ups list
3. Click on the Cancellations tab
4. Select the desired dates
5. Choose the cancellation's Reason (you can also choose not to pick any reason by clicking on Any Cancellation Reason)
6. Click on Search
7. Click on Print or Export, as you wish
The dates entered take into account the date on which the report is generated, i.e.: if you select 15 months for the question "Ignore clients who have not had an appointment since", then it will be 15 months. Last months from today's date.
Please note, there is a maximum of 50 search results which can be displayed on the screen at the same time which does not reflect the full results of your search.
When you Export this list as an Excel file, a more exhaustive list will be available.