FOLLOW-UP REMINDERS 1 min read

Mark a customer as returned

Marking a customer as returned tells Ferbz they have visited. The next reminder cycle is scheduled automatically from that moment.

1

Find the customer in the queue

Open the Daily Queue and click the customer's name, or search for them in the Customers list.

2

Click 'Mark as returned'

Inside the customer record, click the green 'Mark as returned' button. The status changes from Due / Overdue to Recently returned.

3

Confirm the follow-up date

A popup asks to confirm today's date as the follow-up date. If the customer actually collected medicine yesterday, adjust the date before confirming.

4

The next reminder is scheduled

Ferbz calculates the next due date (today's date + interval) and schedules the next reminder automatically. No further action needed.

5

View the scheduled reminder

The customer record now shows 'Next reminder: [date]' at the top. You can see this reminder in the Upcoming section of the Daily Queue.

PRO TIP

You can also log a new sale (medicine + quantity) at the same time as marking as returned — this is the recommended workflow for counter staff.

Still need help? Contact our support team — we typically respond within 2 hours.

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