Request real time alert configuration
To enable real time alerts for a client you need to complete a form, which you can request by raising a new case with us.
Add alerts to visit plans
Once you have the alerts configured, you can then add them to your clients visit plans by following these steps:
Open the client record, then click the Alerts tab.
Select the Raise Alerts for this Client checkbox.
Select high, medium or low from the dropdown box.
Click Save, then click the Visit Plan tab.
Click Add Visit Plan.
In the summary tab, select the Real-Time Alert after checkbox.
Select a time, then complete the visit plan as normal.
When complete, click Save and close.
Real time alerts will then add to any visit created from the visit plan moving forward.