Messages & alerts
Use conversations and notifications to follow up operational questions without losing context. When a question relates to a schedule, customer, staff member, or date, include those details.
Good message practice
- State the screen you are using, for example Schedules, Today's Plan, or Customer record.
- Include the customer, site, staff member, and date where relevant.
- Describe what you expected to happen and what actually happened.
- Add a screenshot when the colour, status, or visible warning matters.