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?
Good news! With alerts, you can view pertinent info about your clients right from a class or workshop roster. This ensures you're made aware of auto billing issues, unsigned waivers, or any other info about a client when it is most useful! 🙌
There are two different types of alerts, custom and system, and here's a little breakdown on those goodies:
Custom alerts can be added to a client from their profile. This could be anything from allergies, injuries, IOUs, warnings—basically anything about a client that needs to be communicated during the check in process between providers or just as a "note to self." And, not to worry, clients are not able to see any of these alerts.
So, what are system alerts? These alerts are generated automatically by the system for two reasons: failed auto billing or unacknowledged waivers (if those are activated in your account).
For the visually-inclined, here's a little preview of what to expect in the roster view when an alert is in place:
Ready to create a custom alert? Here's the how-to:
- Head on over to the Client list
- Find and click on a client's name to navigate to their profile
- Under the Client Alerts area, click the blue "add/edit alert" button
- Fill in your alert note and be sure to hit "save"
Now, when that client is enrolled in either a class or workshop, you'll see that called out right on the roster. How cool is that?! 😎
At the end of the day, client alerts are a beautiful way to increase communication about your clients—whether that's at a system level or a personal level.