Add a Warning List Alert to a Client

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client-management

Overview

This document explains how to add a warning comment to a client's record. The warning is displayed when the client is searched for and selected during a future reservation, allowing operators to identify clients who should not be accepted or to see other important operational reminders.

Prerequisites

  • Access to the RezExpert Availability Grid.
  • Permission to search for and edit client records.
  • An existing client record.
  • The warning message or operational reminder that must be recorded.

Steps

  1. From the Availability Grid, scroll down and expand the Client Editor panel.
  2. Click Search and locate the client.
  3. Select the client from the search results.
  4. In the Selected Client panel, click Edit.

  1. In the Client Editor, open the Person Details section.
  2. Enable the Warning List flag.
  3. Enter the warning message in the Warning List Comments field.
  4. Click Submit to save the changes to the client record.

  1. The next time the client is searched for and selected, the saved comment appears in a Warning List alert.
  2. Warning comments can also be used for relevant operational reminders, such as an item left behind during a previous stay or a special requirement.

Troubleshooting

  • If the client does not appear in the search results, verify the spelling and search using another known client detail.
  • If the Warning List option is not visible, confirm that the Person Details section is open.
  • If the alert does not appear later, reopen the client record and confirm that the Warning List flag is enabled, the comment is present, and the record was submitted successfully.
  • If the client cannot be edited, confirm that your account has permission to modify client records.

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