Pop up message trigger by Client or Organisation

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Adrian Date

• 03 August 2022 02:51

Would be useful to have a "pop up" message triggered to open when creating a new workshop event based on ideally the Client Contact selected or Venue selected. The idea here is to alert us to any issues / special considerations etc for that client

This way we can more easily manage specific requirements for specific Clients

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• 

  Izaac

  • 09 August 2022 03:26
  • Edited

  Hi Adrian,
  
  The 'Special Requirements' that can be set against an Organisation's profile can pull into workshop bookings or class enrolments for student/client contacts linked to the organisation. If this field is not available for you, you can enable the setting under Settings>Additional Options - Organisation special requirements.

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  Adrian Date

  • 09 August 2022 03:28

  amazing Izaac - thats so so so helpful and will help us serve our clients better

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