Alerts are the best way to notify staff of something important regarding a Client (e.g. severe allergy, bad debt, relevant unusual behaviour, etc). The Alerts will be shown on all Client appointments and in the Client Profile under Alerts. There are two ways to add Alerts. See below for details.
Before you start...
Alerts will display on every appointment for the Client. Appointments for Clients with Alerts will be outlined in red.
When hovering over the appointment, the Alert will be visible in red in a bright red box.
Adding an Alert from an Appointment in the Diary
1. Click on the Client's Appointment in the Diary.
2. In the appointment window that opens, if using Classic View write the appropriate details in the Alert Notes field.
3. Click Save.
4. Click Close once Updates successfully saved is displayed.
Hot Tips
If opening appointments in Fresh View, click Add Alert at the top of the appointment window:Then write the Alert and click the Tick icon to save:
The Alert will appear at the top of the appointment in red and can be edited or removed using the Pen icon:
All past and future appointments for this Client will now be outlined in red with a red flag in the bottom right corner. The note will also be visible under the Client Name in the appointment box.
Important!
You might need to refresh your diary for the note and red outline to appear on the corresponding appointments.
When booking a future appointment for this Client, the Alert will be displayed at the top of the appointment window.
Adding an Alert from the Client Profile
1. Navigate to the Client Profile.
2. Write the relevant information in the Alerts field.
3. Click Save Changes.
When booking a future appointment for this Client, the Alert will be displayed at the top of the window.
All past and future appointment for this Client will now be outlined in red with a red flag in the bottom right corner. The note will also be visible under the Client Name. The note will also be displayed on any appointment booked in the future.