How to add a Client Alert

This will show you how to create a Client Alert on your client card and how to remove the alert if required.

There are two seperate ways to add a Client Alert. First is to add an alert directly onto the Client Card Appointment Book > Client Search > Search & Select Client > Alerts

  • You can add the client Alert by writing into the empty alert box

Screenshot 2024-09-11 120121

  • Once you have added the alert, select the Save Client Alert Tab, this will date and time stamp to the Alert

  • Screenshot 2024-09-11 120250

 


 

To add a Client Alert onto an appointment which is already made Appointment Book > Find the appointment and select it 

  • Select Add Client Alert for the bottom option tabs

    Screenshot 2024-09-11 120435
  • Once you have added the Alert, select Save tabScreenshot 2024-09-11 120535
  • Once submitted, the Client Alert will be displayed in red text on the clients appointment Screenshot 2024-09-11 120642

Please be aware your clients can ask to have their Record Cards printed and given to them due to GDPR laws. Note: Client Alerts would also be printed and would be visible.