# Client Follow-ups

Remind clients about overdue vaccinations, unpaid invoices and check-ups, and see whose birthday is coming up.

Follow-ups are lists Veterian builds from your records. You set a few filters and send one reminder to everyone on the list.

## Where to Find This Section

**Communication Hub** → **Client Follow-ups**.

## The Four Lists

| List | Who is on it |
|---|---|
| **Overdue Vaccination Reminder** | *Send bulk reminder notifications for vaccinations whose administration date has passed.* |
| **Unpaid Invoice Reminder** | *Send bulk debt reminders to customers with an outstanding balance.* |
| **Health Check-up Reminder** | *Invite pet owners who have not visited for a long time to a routine health check-up.* |
| **Birthdays** | *Lists pets and pet owners whose birthday is today or coming up.* |

Each list is built from your records at the moment you open it, so the numbers change from week to week.

## Send a Reminder

These steps apply to the first three lists. Birthdays work differently and are covered below.

1. Open **Client Follow-ups** and choose a list.
2. Set the filters under **Set Your Reminder Preferences**.
3. Check the numbers. On the vaccination and invoice lists, **Findings** shows how many records match.
4. Choose the **Sending channel**: **SMS** or **WhatsApp**.
5. Read the message under **Message Template**. You cannot edit it on this screen.
6. Check **Credit Summary**, tick the box that confirms the message contains no advertising, and click **Send**.

The message goes out on the one channel you choose. If WhatsApp is not available for your clinic, its option is greyed out, and hovering over it tells you why.

**Total Customers** is everyone on the list. **Reachable (notification opt-in)** is the part you can actually reach on the chosen channel. The difference is clients with no phone number or with that channel switched off on their record. See [Notification settings](/settings/notifications).

## The Filters on Each List

****Overdue Vaccination Reminder****

- **Date Range**: **This Week**, **Last Week**, **Last 7 Days**, **Last 14 Days**, **This Month** or **Last Month**.
- **Notification Status**: **Ones never sent notifications** or **All**.

A vaccination appears here when its date has passed and it was never marked as administered. Mark doses as administered when you give them, or the client is reminded about a vaccine their pet already had. See [Record a vaccination](/visits/record-a-vaccination).

****Unpaid Invoice Reminder****

- **Payment Status**: **All**, **Partially Paid** or **Not Paid at All**.
- **Elapsed Time**: how long the invoice has been unpaid.
- **Due Date**: *Turn this on to consider only invoices that are past their due date.*

> **Caution**
> Check this list before you send it. A payment recorded against the wrong client turns into a debt reminder for someone who owes nothing. See [Record a payment](/billing/record-a-payment).

****Health Check-up Reminder****

- **Time since last visit**: 6, 12, 18 or 24 months. *Customers whose last visit or attended appointment is older than this period are listed.*

## Birthdays

The **Birthdays** screen has two tabs: **Pet Birthdays** and **Owner Birthdays**. Choose a **Period**: **Today**, **This Week**, **Next Week** or **This Month**. Birthdays that have already passed are not listed.

You can greet clients in two ways:

- **One by one.** Each row has **Copy message** and a WhatsApp button that opens the message in your own WhatsApp account. These sends cost no credit and do not appear in the notification history. The buttons show once a birthday text has been set up.
- **All at once.** Bulk sending works only over WhatsApp, with an approved template, and only when your clinic's WhatsApp account is connected. Every row starts ticked, so untick anyone you want to leave out. A row marked **WhatsApp off** cannot be included.

## Related

- [SMS and WhatsApp broadcasts](/communication/broadcasts)
- [Record a vaccination](/visits/record-a-vaccination)
- [Create an invoice](/billing/create-an-invoice)