How to Add and View Client Alert Messages

Adding a Client Alert Message

1. Access Client Profile:

   • From the main menu, select Clients.
   • Search for your client in the search bar on the top left.
   • Click on the client's profile and press the Client Profile button to open it.

2. Add Alert Message:

   • Select the alert icon located at the bottom left of the client profile.
   • In the message box at the top, type your alert message.
   • The date will automatically be stamped when the message is added, or you may delete the date.

3. Save and Exit:

   • Click Done to save the message.
   • Click Done again to exit the client profile.

Viewing Client Alert Messages

• Client Dashboard:

  • The alert icon will appear in the client dashboard, showing that there is an active alert.
  • Alert messages will be visible under the Client Overview in red.

• Appointment Book:

  • In the appointment book, the alert message will appear alongside the appointment.
  • Click on the appointment to open the touch chip, where you can view the full alert message.

• Checkout:

  • At checkout, you can also view the alert by clicking on the red icon.
  • The alert message will be displayed when clicked.

Closing an Alert Message

• To close an alert message, simply press Done.

Key Takeaways:

• Client alerts help keep important information easily accessible.
• Alerts are visible across multiple sections, including the client dashboard, appointment book, and checkout.
• Adding and managing alerts is a quick and simple process that enhances client care and communication.