---
title: "Follow-Up Reasons | Marlin Planner"
slug: "follow-up-reasons"
description: "Learn about Follow-Up reasons in Marlin Tyre and Mechanical Workshop Software by Megabus."
updated: 2026-03-17T23:58:14Z
published: 2026-03-17T23:58:14Z
canonical: "help.megabus.com.au/follow-up-reasons"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-Up Reasons

{{variable.Marlin bold}}'s follow-up reasons are used to help create [customer follow-ups](https://help.megabus.com.au/docs/follow-up-reminders) and [automatically send follow up messages](https://help.megabus.com.au/docs/automatic-follow-ups) to customers.

Follow-Up Reasons can be viewed and edited by selecting **System > Customer > Follow-up Reasons** from the menu bar.

<ss title="Marlin Tyre and Mechanical Workshop Software Follow Up Reasons Menu" alt="Marlin Tyre and Mechanical Workshop Software Follow Up Reasons Menu">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-IO4SFAVT.png)</ss>

The Follow-Up Reasons module will open on the Search window, showing a list of active follow-up reasons.

<ss title="Marlin Tyre and Mechanical Workshop Software Follow Up Reasons Module" alt="Marlin Tyre and Mechanical Workshop Software Follow Up Reasons Module">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-ES2XP4EI.png)</ss>

:::(Info) (Note)
All existing follow up reasons that were previously added using the Follow-Up Reasons in Text Lists will be automatically transferred to the new Follow-Up Reason module with the upgrade to Marlin 5.1.10, and will default to a Reminder Interval of 3 Months.
:::

## Adding Follow-Up Reasons
#### System > Customer > Follow-up Reasons

Follow-up reasons can be added by clicking on the **Add** button to the top right of the Follow-Up Reasons Search list.

<ss title="Marlin Tyre and Mechanical Workshop Software Add Follow Up Reason" alt="Marlin Tyre and Mechanical Workshop Software Add Follow Up Reason">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-2SK5HKXA.png)</ss>
The new Follow-Up Reason will open on the **Details** tab, containing a form for adding a new follow-up reason.

<ss title="Marlin Tyre and Mechanical Workshop Software Follow Up Reason Form" alt="Marlin Tyre and Mechanical Workshop Software Follow Up Reason Form">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-ARQ12WG4.png)</ss>

Enter the **Name** for the new follow-up and set the **Reminder Interval** using the drop-down below. This will be the default time length that a follow-up will be created for when this reason is selected on a customer order. 

Leave the **Active** checkbox ticked to enable the new reason within the Marlin system.

To add the new follow-up and return to the Search list, click on the **Save** button to the top-right of the module window.


### Disabling Follow-Up Reasons
#### System > Customer > Follow-up Reasons > [Follow-Up Reason]

Follow-up Reasons can be disabled by opening them from the Follow-Up Reason Search list in edit mode and unticking the **Active** checkbox at the bottom of their Details tab.

<ss title="Marlin Tyre and Mechanical Workshop Software Inactive Follow Up Reason" alt="Marlin Tyre and Mechanical Workshop Software Inactive Follow Up Reason">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-9YO454YV.png)</ss>

Inactive follow-up reasons can be viewed by changing the filter at the top-right of the Follow-Up Reason Search list to **All**.

They can then be reactivated by opening them in edit mode and re-ticking the **Active** checkbox.