- Help center
- Knowledge base
- Clients
Add and manage staff alerts
Add and manage staff alerts
Staff alerts can help you easily identify key information about a client. Learn to add information to client profiles which will be highlighted as staff alerts.
Adding staff alerts
You can add one staff alert to each clients profile which will be highlighted on their contact card across your workspace.
To add a staff alert:
- Open your Clients list and select a client.
- In the client profile, click Actions.
- Select Add staff alert from the dropdown menu.
- Fill out the pop-up window with the staff alert note.
- Click Add to save the information.
The staff alert will now show on the client’s profile and appear on appointments.
Updating staff alerts
To update staff alerts:
- Open your Clients list and select a client.
- In the client profile, click Actions.
- Select the staff alert from the client card.
- Update the alert as needed.
- Click Update.
Deleting staff alerts
To delete staff alerts:
- Open your Clients list and select a client.
- In the client profile, click Actions.
- Select the staff alert from the client card.
- Select Delete and reconfirm.
You can export staff alerts for all clients by heading to Clients, then Options, and selecting Export as Excel / CSV. The alert will be visible under notes.
FAQs
Notes can be added to a client’s profile at any time. Add a staff alert that will remain visible on the client's contact card for the most important information. Additional notes can be added by opening your Clients list, selecting a client, then Documents and Notes. Click on Add, adjust the entry date, add a note and Save.
Team members will need permission for Clients to manage staff alerts. You can manage their permissions through your Workspace settings.