Add a team alert
Put a short alert on a client that your team sees in the profile, in the client list and with every appointment in the calendar.
A team alert is a short warning on a client that nobody should miss, such as ‘always comes with a wheelchair’ or ‘ask for a deposit first’. A client has one alert. Your team sees it wherever the client turns up.
Where the alert shows
- In the client profile, under the client's name and on the Overview page.
- In the client list, as an icon after the name. Hover over it to read the text.
- In the calendar: when you hover over one of the client's appointments, and with the client when you open the appointment.
Add an alert
- Go to Customers and open the client.
- Click Actions and choose Add team alert.
- Write the alert, up to 500 characters.
- Click Add. The alert shows straight away in the profile and with the client's appointments.
You can also do it from the calendar: open an appointment and choose Add team alert with the client.
Change or remove an alert
- Open the client and click the alert under the name, or choose Actions › Edit team alert.
- Change the text and click Update.
- To remove the alert, click Delete and confirm. This cannot be undone.
Who may do it
Everyone who may view client profiles sees the alert. Adding, changing and removing it takes Can create, edit and delete clients. You set this in Settings › Team members › Permission roles.
Frequently asked questions
Can a client have more than one alert?
No, there is one alert per client. If you have more to say, use a note or put the points briefly one under the other in the alert.
How is it different from a note?
You read a note when you open the profile. The alert also shows with every appointment in the calendar, so use it for what your team must know before the treatment.
Can I bring alerts over from my previous program?
Yes. When you import clients, match a column to Team alert.
Does the client see the alert?
No. The alert is not on the booking page, not in messages to the client and not in the client's Saloon.nl account.