# Add a client alert

> Make key information visible to your team at a glance.

Source: https://support.caspen.com/clients/manage-clients/add-a-client-alert
Documentation index: https://support.caspen.com/llms.txt

## Overview

Client alerts are important short notes that appear next to a client’s name in two places:<br>

1. Client profile (right panel)

<figure><img src="https://support.caspen.com/files/g1sjy8ld5jSI0YnVZuYE.webp" alt=""><figcaption></figcaption></figure>

2. Appointment information panel (on the calendar)

<figure><img src="https://support.caspen.com/files/je3J3cjf8hoorvldrkM0.webp" alt=""><figcaption></figcaption></figure>

Alerts are instantly visible, helping staff see important information when dealing with certain patients.

Examples

- Safety considerations: e.g., known risks or de-escalation guidance.
- Accessibility or support needs: e.g., mobility support, interpreter required.
- Quick reminders: e.g., confirm referral details, follow up on a form, return a left item.

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## Add a client alert

1. Open **Clients**, find the client, and select **Actions** → **View** (or click the client’s name).
2. Click **Edit client**.

<figure><img src="https://support.caspen.com/files/DPLa3cwNMaHDfHYFoMyA.webp" alt=""><figcaption></figcaption></figure>

3. In the **Alert** field, enter the note you want shown.

<figure><img src="https://support.caspen.com/files/iucNNQv5tsNQpmw3GYX7.webp" alt=""><figcaption></figcaption></figure>

4. Click **Save**.

The alert is now visible on the client profile and in the calendar appointment panel.

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