This article will guide you through adding, managing, and removing client alerts in ClubReady. Alerts are prominent notifications that appear on a member's profile and at check-in, helping staff instantly identify important information such as injury restrictions, payment issues, VIP status, or special accommodations.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Customer Management: General - Can Access Client Options
- Customer Management: General - Can Delete Client Alerts
How to Add an Alert
1. Access the Alerts Screen: Search for and select the desired member. Navigate to All Detail > General > Alerts.
2. Configure the Alert: Complete the following fields to set up the alert:
- Add A New Alert — Enter the message you want staff to see on the member's profile.
- Expires — Enter an expiration date for the alert if applicable. Leave this field blank if you do not want the alert to expire.
- Notify Customer At Self Check-In — Check this box and enter the message you want the member to see at the check-in kiosk. If selected, the member will be notified of the alert immediately upon check-in.
Click Save to apply the alert to the member's account.
How to Remove an Alert
Navigate to All Detail > General > Alerts and click the X next to the alert you wish to remove.
Note: Alerts can also be managed directly from the check-in monitor. When a member with an alert checks in, select the Manage Alerts option to be taken directly to the Alerts page on their profile, where you can add or remove alerts as needed.
Frequently Asked Questions
Q: What is the difference between an alert and a note?
A: An alert displays as a red bar on the member's profile page and at the check-in monitor, making it an immediate and prominent notification for staff. Alerts can also be set to expire. A note appears on the customer notes page or in a notes report and is not as prominently displayed. Notes do not have an expiration option and cannot be configured to appear at check-in.
Q: Can an alert be edited or removed from the check-in monitor?
A: Yes. When a member with an alert appears at the check-in monitor, select the Manage Alerts option. This will navigate you to the Alerts page on the member's profile where you can add or remove alerts.
Q: Can I set an alert to display only at check-in and not on the member's profile?
A: The Notify Customer At Self Check-In option allows you to enter a message specifically for the check-in kiosk. However, the alert will still appear on the member's profile as well. Alerts are designed to be visible to staff across both locations to ensure important information is not missed.