Setting Up Customer Alerts
1. Navigate to Customer Information
- Go to the
Customerstab
- Access the
Demographicscreen for the customer you want to add an alert for
2. Add Your Alert
- Locate the text box labeled for alerts
- Type your alert message in the text box
- Click the
Savebutton to store the alert
3. How Alerts Work
When you navigate to this customer from another customer, a pop-up modal will appear displaying the alert message. You can acknowledge the alert to proceed.
Common Alert Examples
Medical & Physical Needs:
- Hard of hearing - speak clearly and face the customer
- Wheelchair accessibility required
- Mobility assistance needed
Product Preferences:
- Sensitivities to specific frame materials (e.g., nickel allergy)
- Prefers particular Progressive Lens styles
- Brand preferences or restrictions
Financial & Service Notes:
- Payment plan customer
- Previous billing issues
- Service history considerations
- Security or fraud concerns
Best Practices
✅ Be Specific: Include actionable details that help staff provide better service
✅ Keep It Professional: Use clear, respectful language (your customer’s may see these alerts if they are looking at computer!)
✅ Update Regularly: Review and update alerts as customer needs change
✅ Save Changes: Always click
Save after entering or modifying alerts