Can I add notes as well as staff alerts?

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.

Can any team member manage staff alerts?

Team members will need permission for Clients to manage staff alerts. You can manage their permissions through your Workspace settings.

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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.

Desktop
Mobile

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.

To add a staff alert:

Open your Clients list and select a client.
In the client profile, tap Actions (the three dots).
Select Add staff alert.
Fill out the pop-up window with the staff alert note.
Tap Add to save the information.

The staff alert will now show on the client’s profile and appear on appointments.

Updating staff alerts

Desktop
Mobile

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.

To update staff alerts:

Open your Clients list and select a client.
In the client profile, select the staff alert from the client card.
Update the alert as needed.
Tap Update.

Deleting staff alerts

Desktop
Mobile

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.

To delete staff alerts:

Open your Clients list and select a client.
In the client profile, select the staff alert from the client card.
Select Delete and reconfirm you want to proceed.

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

- Can I add notes as well as staff alerts?
- Can any team member manage staff alerts?

Add and manage staff alerts

Adding staff alerts

Updating staff alerts

Deleting staff alerts

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