Configure alerts
Set up alerts to keep track of the actions of front-desk staff, employees, and guests. You can also switch on alerts to track your inventory and general operational issues. While you trust your employees, managing employee actions by exception becomes important to protect business interests.
You must set up the rules to trigger the alert after a threshold or a set condition is met. For example, you can configure the Too many appointments were deleted alert to trigger after 20 appointments are deleted.
Required role: Any role with access to the Administrator mode
Required permissions: None
Prerequisites: The settingEnable alerts must be turned on from the organization level.
At the organization level, click the Configurations icon.
Search for and select the Alerts setting from the Notifications section.
Identify and enable alerts relevant to your business from these sections: Appointment Book, POS, Employee, Guest Loyalty, Inventory, and Operational Issues.
Set the rules for the alert to trigger such as when to send the alert, and whom to send the alert to.
Click Save.
Impacts and considerations
Alerts are processed a few hours after the center closes. For example, if you configure the Too many appointments were deleted alert to trigger after 20 appointments are deleted, the alert is processed and sent a few hours after the center closes and not as soon as the 20 appointments are deleted.
List of alerts
As business owners or managers, you must set up alerts to keep track of the actions of front-desk staff, employees, and guests. You can also switch on alerts to track your inventory and general operational issues.
The table below describes the alerts you can configure for Appointment Book and POS actions, Employee actions, Guest Loyalty actions, Inventory actions, and Operational issues. The table also provides the corresponding rule to set up each alert, with an example.
Alerts you can configure for... | List of alerts | Rules and examples for alerts |
|---|---|---|
Appointment Book & POS actions |
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Employee actions |
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Guest Loyalty actions |
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Inventory actions |
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Operational issues |
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Enable or disable alerts for centers
Center-level managers can override organization-level settings for alerts.
At the center level, click the Configurations icon.
Search for and select the Alerts setting from the Notifications section.
identify the relevant alert to override and click Edit
To override the organization-level alerts, select the Override default Organization settings for this center checkbox.
Enter or select details as required and click Save,
Click Save.