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Create an appointment alert

Set a note or reminder next time you book an appointment for a client

Updated over 3 months ago

Appointment alerts are a great way to set a note or reminder that will appear when the next appointment is being booked for that client. Perhaps you would like the client to bring in some medical reports, set a warning to your reception team, or alert them that the client has an outstanding invoice. 


Please follow the below steps to create an appointment alert:

1. From the client's file, click on Appointments

2. On the right of the Appointments screen, type in the message in the Appointment Alert box and click on Save

💡The alert will continue appearing until an appointment has been booked.

💡To cancel an Appointment Alert, simply remove the text and click save.


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