Add New Alert

The “Add New Alert” section of the control panel allows you to create an early alert or flag. In order to add a new alert, fill out the form and then select “add alert.”

Client: This field records the individual whose appointments will result in an alert being sent. Search for an existing client simply by beginning to type a registered client’s name or email address. If you want to add an alert to a client before the client has registered, enter the client’s email address only and then complete the rest of the form.

Recipient’s Email Address: This field records the email address of the third party who is going to receive the alerts and flags. This field will accept a single valid email address.

Email recipient when…: These options allow you to define the actions that result in an early alert or flag email to be sent. The control reads as a sentence with inline checkboxes: “Email recipient when the client’s appointment is [made] [modified] [canceled] or marked as [missed]. Email recipient when a [client report form] is entered for the client.” For example, if an advisor only wants to know if a student misses an appointment, then you would keep only the “missed” checkbox selected.