# 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="/files/g1sjy8ld5jSI0YnVZuYE" alt=""><figcaption></figcaption></figure>

2. Appointment information panel (on the calendar)

<figure><img src="/files/je3J3cjf8hoorvldrkM0" 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="/files/DPLa3cwNMaHDfHYFoMyA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iucNNQv5tsNQpmw3GYX7" 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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