Members and follow-ups
See everyone who has booked with you, their sessions, and what to follow up on.
Members
Members lists everyone who has booked a session with you, with their number of sessions and the next or last one. Members appear after their first booking.
Open a member to see their upcoming and past sessions, and the Session report for each one.
Relationships
Relationships, under Practice, helps you see where each member stands and what to follow up on. Session history comes from your bookings.
- Stage: Lead, Active, Dormant or Churned.
- Tags: short labels you choose, such as "knee" or "sports".
- Follow-ups: choose Schedule follow-up, pick a Due date and add a note. Notes are private and encrypted. Due follow-ups appear at the top; choose Done when you've finished.
- Add lead: someone you're talking to who hasn't booked yet. Their email and phone are encrypted.
Stages and follow-ups are available for members with an Eleva account. For members who booked as guests, you still see their sessions.
Use member details only to provide the care they booked and to meet your legal duties. Marketing messages need the member's consent.