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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.
Getting started
Only team members with permission can add staff alerts. If you are a team member we recommend:
- Reaching out to the account owner to request permission to manage client details.
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.
Managing staff alerts
Update 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.
Delete 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?