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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
- Once you have added the alert, select the Save Client Alert Tab, this will date and time stamp to the Alert
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
- Once you have added the Alert, select Submit tab
- Once submitted, the Client Alert will be displayed in a red alert bar
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.
- For more infomation on GDPR, Click Here