Managing Notifications
Control how and when you receive alerts and updates
Stay informed without being overwhelmed. Configure which notifications you receive and how they're delivered.
Accessing Notifications
View Notifications
- Click bell icon in header
- See recent notifications
- Click to view details
Notification Settings
- Go to Settings > Notifications
- Configure preferences
- Save changes
Notification Types
Lead Notifications
Get notified for:
- New lead captured
- Lead status changes
- Lead activity
- Booking requests
Message Notifications
Messenger alerts:
- New conversations
- Customer messages
- Auto-responder triggers
- Urgent messages
Content Notifications
For social and content:
- Post published
- Post failed
- Engagement alerts
- Comment notifications
Team Notifications
Collaboration alerts:
- Member joined
- Assignment notifications
- Mentions
- Approvals needed
Billing Notifications
Account alerts:
- Payment processed
- Payment failed
- Credit low
- Subscription updates
Notification Channels
In-App Notifications
- Appear in notification bell
- Real-time updates
- Badge counter
Email Notifications
- Sent to your email
- Digest options available
- Configurable frequency
Browser Notifications
Desktop alerts:
- Enable in browser
- Receive even when not on site
- Click to jump to item
Configuring Preferences
Enable/Disable
For each notification type:
- Find the notification
- Toggle on/off
- Applies immediately
Frequency Settings
Control how often:
- Instant (real-time)
- Hourly digest
- Daily summary
- Weekly roundup
Quiet Hours
Set do-not-disturb:
- Enable quiet hours
- Set start time
- Set end time
- No notifications during period
Email Digest
Daily Digest
Receive once daily:
- Summary of activities
- Important alerts
- Action items
Weekly Digest
Once per week:
- Week overview
- Key metrics
- Upcoming items
Configure Digest
- Go to email settings
- Select digest type
- Choose delivery time
- Save
Managing Notifications
Mark as Read
- Click notification
- Automatically marked read
- Or click "Mark all read"
Clear Notifications
Remove old notifications:
- Click clear icon
- Confirm clear
- History removed
Notification History
View past notifications:
- Scroll in notification panel
- Or check email records
Best Practices
- Be selective - Only enable what matters
- Use digests - Reduce interruptions
- Set quiet hours - Protect focus time
- Check regularly - Don't miss important items
- Enable critical - Keep payment and security alerts on
- Review monthly - Adjust as needs change
Video tutorial coming soon
A video walkthrough for this tutorial is being produced. Switch to Read mode for the full written guide.