--- title: How to Manage Client Alerts and Notes (New Client Card) description: Add, pin, edit and delete client alerts and notes on the new client card — including how pinned alerts open automatically whenever the card is opened. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-manage-client-alerts-and-notes-new-client-card#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Manage Client Alerts and Notes (New Client Card) ## In this article, we will show you how to manage client alerts and notes on the new client card, so your whole team stays informed. Client alerts and notes keep your whole team on the same page about a client. An **alert** is something everyone should see before treating the client — an outstanding balance, a safeguarding concern, a strong preference — while a **note** is everyday internal context for the team, visible to clinic staff only and never to the client. On the new client card, alerts and notes live on the **Summary** tab and in two dedicated pop-up windows. Alerts can also be **pinned**, so they open automatically the moment anyone opens the client’s card — ideal for anything nobody should miss. #### 1. Open the client card 1. Go to **Clients** and search for the client — for example, Emma Thompson. 2. Click the client’s name to open their card. The card opens on the **Summary** tab. If the client already has a pinned alert, the **Client alerts** window opens by itself as soon as the card loads. Read it, then close it to carry on — it won’t reopen until the card is next opened. #### 2. View a client’s alerts ![The Client Alerts window with a pinned alert](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/cc2-alerts-pinned.png?width=622&height=389&name=cc2-alerts-pinned.png) - When a client has active alerts, a red tab appears on the divider between the left panel and the main area of the card. Hover over it and it expands to read **Show alerts**, along with the number of active alerts. - Click the tab to open the **Client alerts** window. The header shows the total (for example, *3 active alerts*), and each alert lists who added it and when. - Alerts also appear on the **Summary** tab, in the **Alerts** column of the **Alerts, Allergies & Notes** widget, with a count next to the heading. The red tab only appears when the client has at least one active alert. If there’s nothing flagged, the Alerts column on the Summary tab simply shows *No alerts*. #### 3. Add an alert 1. On the **Summary** tab, find the **Alerts** column and click the **+** next to its heading. The **Client alerts** window opens. 2. In the **Add alert** box at the bottom of the window, type your alert — it prompts you with *“What does the team need to know before treating this client?”* 3. Click **Add alert**. The alert appears in the list straight away, and everywhere else alerts are shown, including the red tab and the Summary tab. The **Add alert** button stays greyed out until you’ve typed something, so you can’t save an empty alert by accident. #### 4. Pin an alert so it opens automatically - In the **Client alerts** window, hover over an alert and click the **pin** icon. - Pinned alerts jump to the top of the list with a red **Pinned** badge, and the remaining alerts sit below an **Other alerts** divider. - From then on, whenever anyone opens this client’s card, the **Client alerts** window opens automatically — so the pinned alert can’t be missed. It opens once per visit; closing it won’t interrupt you again until the card is next opened. - To unpin an alert, click the pin icon again. #### 5. Edit or delete an alert - To change an alert’s wording, go to the **Alerts** column on the **Summary** tab, hover over the alert and click the **pencil** icon. Amend the text, then click **Save** — or **Cancel** to discard the change. The pencil only appears on alerts you added yourself. - To delete an alert, click the **bin** icon. From the Alerts column you’ll be asked to confirm; from the **Client alerts** window the alert is removed as soon as you click. Deleting an alert removes it for the whole team and can’t be undone. In the **Client alerts** window there is no confirmation step — the alert is removed the moment you click the bin icon. #### 6. View and add client notes ![The Client Notes window](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/cc2-notes-modal.png?width=574&height=359&name=cc2-notes-modal.png) 1. On the **Summary** tab, the **Notes** column lists the client’s notes, each with its date and author. 2. Click the **+** next to the **Notes** heading to open the notes window. The header shows how many client notes there are and reminds you they’re internal — visible to clinic staff only. 3. The window has two tabs: **Client notes** and **Appointment notes**, each with its own count. Appointment notes come from the client’s bookings and are view-only here. 4. To add a note, stay on the **Client notes** tab, type in the **Add note** box at the bottom — it prompts you with *“What does the team need to know?”* — and click **Add note**. #### 7. Edit or delete a note - In the notes window (or the Summary tab’s Notes column), hover over a note and click the **pencil** icon to edit it, then click **Save**. The pencil only appears on notes you wrote yourself, and Save stays greyed out until you’ve actually changed the text. - Click the **bin** icon to delete a note. You’ll be asked to confirm — the note will be permanently removed for everyone on the team, and this can’t be undone. Can’t see alerts or notes anywhere on the card? They may be switched off for your user group in your clinic’s client card visibility settings — ask an administrator to check. With alerts pinned to greet the team the moment the card opens, and notes capturing the day-to-day context, everyone who opens Emma Thompson’s card knows exactly what matters before the appointment even begins. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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