Notification Preferences
Choose which events you're alerted about and how.
Your own notifications
- Click your name at the bottom of the sidebar to open Account Settings.
- Scroll to Notification Preferences.
- Under Apply to, keep All Locations (Default) or pick one location to override.
- For each event, tick how you want to hear about it: In-App, Email, SMS, Browser or Mobile App. Use Enable all / Disable all to start.
- Click Save.
| Group | Events |
|---|---|
| Leads & Contacts | New lead generated, payment method added |
| Appointments | New, rescheduled, canceled |
| Classes | Class sign-up, student eligible for promotion (optionally text and email parents), student over their class limit, sign-up canceled |
| Events | Event registration |
| Communication | New reply, new voicemail, AI answered a call, AI took a message, text or call needs a contact match, staff chat mentions, direct messages and private channel messages |
| Tasks | Task assigned to you, task due reminder |
| Billing | Invoice paid, subscription cancelled, membership expiring soon (choose how many days in advance) |
Your Mobile Phone on the same page is used for SMS notifications.
Someone else's notifications
Owners can go to Settings → Users, click ⋯ → Notifications on a user.
* To notify someone without an account, use Settings → General → Additional Notification Recipients.
Here is a video walking through these steps: