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Notifying the Client

Notifying the Client

If you have made any changes to the Service Request and/or Appointment.

  • You can send a notification by selecting the ellipsis icon when viewing the Service Request and then selecting Send Communication.

  • You can send a notification by selecting the ellipsis icon to the right of the Appointment and then selecting Send Communication.

  • Select Save & Notify in the lower right corner of the Service Request.

Clients and Service Statuses must be set up in Advanced Communications in order to send notifications to Clients. See Working with Advanced Communications for more information.