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

alert

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

  • alert-2

 


 

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

    client
  • Once you have added the Alert, select Submit tabclient-1
  • Once submitted, the Client Alert will be displayed in a red alert barclient-2

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.