Creating Client Alerts

Other system users (for example, schedulers or reservationists) can be provided with important client information through client alerts.

Before you begin

Client Registration must be open.

About this task

Colors can also be defined for client alerts.

Procedure

  1. Search for and select the client.
  2. Click the Detail tab.
  3. Select the Alert check box.
  4. Click the Alerts button.
    The Client Alert dialog box appears.
  5. Select an Alert Type.
    If an alert type is not listed, contact a system administrator.
  6. Specify the From Date and the To Date during which the alert will display for the client.
  7. In the Comments field, type the alert message.
  8. Optional: To view expired alerts, select the Show Expired check box.

Results

Alert information is shown in a dialog box when the client record is opened in Client Registration. When the Client/Booking Info dialog box appears, the Comment tab is shown first to provide alert information about the client.