# Add a client alert

## 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FmG6p63McDIoHiruYfdlI%2Fclient_profile_alert.png?alt=media&#x26;token=5f8229a5-48c4-44a6-8f97-badb811c4233" alt=""><figcaption></figcaption></figure>

2. Appointment information panel (on the calendar)

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FZEK3CPLqRdFq1wIaVnEF%2Fclient_alert_calendar.png?alt=media&#x26;token=85673326-dac4-4d75-95c3-2b253a0b782f" 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**.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F3Et3ejbRaJF5UBuX5Klm%2Fedit_client.png?alt=media&#x26;token=c1caf8bf-58c7-4a6a-a211-faebe24f8b80" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F5SnZgKZKBLhbiqYhYa9Y%2Falert_section.png?alt=media&#x26;token=53605476-c2a5-440f-960c-f7956565fcce" alt=""><figcaption></figcaption></figure>

4. Click **Save**.&#x20;

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

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