Send alert when clients enter or update information in Client Portal
The client portal can be used for new clients to enroll but if they misclick or forget something we could easily be missing out on new clients. I am suggesting you work on a notification system that notifies someone when a new client has entered something even with out submitting intakes paperwork.. this way we can reach out to them and see if they need help.
David Gunzburg
shared this idea
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Andrea Mills commented
Clients can go onto the portal at any time and delete their credit card. I would like to be notified if that happens so that I can follow-up with them to obtain another card before their next appointment. Also, if they add a new card, I would like to be notified so that I can contact them for the CVV code.
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Bob Mehaffey
commented
Our office assistant is emailed when a new client submits paperwork through our client portal. Is there a way for me to also get an email notification of this?
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Kris Dohse commented
When a client updates their credit card if we can get a notification so that the batch payments aren't denied because the 3 digit security code hasn't been entered.
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Layla Clauss
commented
An alert when a client completes the paperwork in the client portal.
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Ann Russo
commented
This is an extremely important function as I am having clients sign up through my website and they don't finish paperwork and I never knew they are there...