How to Customize Client Account Alerts

This guide will walk you through how to show / hide different client status alerts, and how to choose which alerts to highlight in red.

Navigate to the “Account” tab.

Click on the “Customize Platform” tab on the left side bar.

Go to the “Client Settings” section.

In the “Client Alerts” section, select alerts to hide from the drop down list. The alerts selected will be hidden on several different locations on the platform.

Scroll down and click “Save” to implement changes.

Back on the “Clients” tab, verify that the selected alerts are no longer visible.

When adding clients to a session, verify the alerts are no longer visible.

When clients are checking in, verify the alerts are no longer visible.

To display alerts as red go back to the “Account” tab and click on the “Customize Platform” tab on the left side bar.

Go back to the “Client Settings” section.

This time select alerts from the “Select Alerts to show as Red” drop down list. The alerts selected will be shown in red.

Then, click “Save” to implement changes.

Back on the “Clients” tab, verify the selected alerts display as red.

When adding clients to a session, verify the alerts display as red.

When clients are checking in, verify the alerts display in red.

This guide covered steps to customize your client alerts.