Pop-up notes can be used for all sorts of reminders and be triggered by different events e.g. "referred friend, give discount" at check out or "ask about medication" during booking an appointment.
Add an alert to a client note in the Client Card
Open the Client Card and select "Notes" from the top menu.
Click the blue + button at the top left of the screen.
Enter your note and select an Alert if desired.
Click "Save".
Add an alert when booking an appointment
When creating a new appointment (or editing an existing one), enter your note into the Appointment notes field in the Left Hand Drawer (LHD).
Select an Alert if desired.
Click "Save".
Alerts cause the note to pop-up at the desired time e.g. check-in, check-out etc. The user must click to acknowledge and clear the note before continuing. The user can also choose to remove the alert from the note.
TIP : 💡
Some examples of alerts Collums users have:
On check-in - "Client likes tea with milk and two sugars"
On check-out - "3rd party pays for all treatments, don't ask to pay on their way out"
On all (to choose the opportune moment) "On the phone mentioned moisturiser bought 3 months ago, ask how it is and if they need more"