Notifications
Who hears about what: the bell, customer emails and text messages
5 articles
The notification systems: who gets what, and how
What we call «notifications» is really several separate systems: the staff bell, customer emails, text messages, visit alerts, scheduled alerts and the internal invoice copy. Which is which, where each is set up and what to check when something does not arrive.
The bell and live alerts
How the staff bell works: which alerts appear, who gets them, when they arrive live and when only after reloading, how to mark them as read, and what to do with the alerts that currently show up incomplete.
Warehouse notifications and email
The Notifications & email screen, field by field: the master switch, event types, roles, channels, overdue thresholds and the internal invoice copy panel. Who can see it and what happens when you save.
The internal copy of sent invoices
How to have accounting receive a copy of every invoice emailed to a customer: the switch, the roles, the additional addresses, the recipients preview and what happens with individual and grouped sends.
Set up SMS and WhatsApp
The messaging screen: the master switch, which messages go to drivers, visitors and hosts, usage caps, country codes, test messages, counters and the log.