How to add a Client Alert

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 Save tab
Once submitted, the Client Alert will be displayed in red text on the clients appointment

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

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.