Create an appointment alert

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

Updated over a week 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.Β 

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

πŸ’‘The alert will continue appearing until an appointment has been booked.
πŸ’‘To cancel an Appointment Alert, simply remove the text and click save.

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