Been looking for a way to know if a client's auto-billing failed? Or if they have any unsigned waivers? Or simply looking to create a custom alert to view at ease right from the class roster, or when you book their next appointment?
With alerts, you can view info about your clients right from a class or workshop roster, from the new appointment page, or on their appointment details. This ensures you're aware of auto billing issues, unsigned liability waivers, or any other info about a client when it is most useful! 🙌
Custom alerts vs system alerts
There are two different types of alerts and here's a breakdown on those:
Custom alerts can be added to a client's profile. This could be anything from allergies, injuries, IOUs, warnings— anything that needs to be communicated during the check in process. Don't worry, clients are not able to see any of these alerts.
System alerts are generated automatically by the system for two reasons: failed auto billing or unacknowledged waivers.
Here's a little preview of what to expect in the roster view when an alert is in place:
Here's a peek at what those alerts look like for an appointment on the appointment calendar:
The alert you'll see when booking a client with an alert:
Create a custom client alert
Open your Client list, and click on a client's name to open their profile
Under the Client Alerts, click the Add/Edit Alert button
Fill in your note and Save
You'll see that note called out right from the class or workshop roster, and within their appointment details ✨