Why didn’t the email notification arrive? Certain actions in the database will trigger an email notification. These include assigning enquiries. If you have assigned an enquiry...
Notifications Overview Many appointment based service industries find that a client notification system can assist in reducing the number of missed appointments....
Create a Notification Before creating a notification ensure the client you wish to notify has email or mobile phone information configured. Instructions Step...
Edit a Notification To change a notification message or send date/time ensure the notification is still pending and follow the steps below. Instructions...
Example Notifications Email notifications are sent as plain text and exclude images or complex formatting. SMS notifications are sent in simple text....
CI Assessment – create a client assessment via email Client Assessments are surveys completed by your client at the start, during or after an intervention. This method will send...