This document builds on the Alerts and Notes Guide. Please ensure you have read and understood that guide before proceeding with this one.
Customer and Session Alerts are presented throughout the Clava platform at customer interaction points, these include:
Customer Check in
Point of Sale customer assignment
Customer accessed Point of Sale
Session, Club, Course and Group bookings
Customer Check in
When checking a customer in as a front desk user, the customers alert and note will be displayed prominently on the screen, and after check in, will display int he check in lane.
Important points:
The Alert or Note will not be displayed on the Self Service screen.
The Alert or Note is not a check in restriction
Point of Sale customer assignment
When assigning a customer within the point of Sale module, the customers alert and note will be displayed prominently in the customer pop out screen, and after assignment will be displayed in the Cart.
Customer accessed Point of Sale
If you click on the new Sale button within a customer profile, the Alert and Note will be displayed only in the Customers Cart.
Session, Club, Course and Group bookings
When a customer is booked into an event in the schedule, the Customers Alert or Note will be displayed in long form text in the booking notes section.
The Check in Button will also turn red as a form of warning for your staff to review the note. The button still works as normal!
