IN THIS ARTICLE
When Staff Receive Client Notifications
By default, staff receives notifications regarding clients they have been scheduled with and/or they are preferred staff for. You can also enable staff to receive notifications for only clients they are a preferred sitter for, or only clients they are scheduled for. You can select which option you would like by going into Settings > Advanced > Notifications and choosing from the dropdown field. Sitters can access the same settings, allowing for similar customization of client notifications based on their assignments and designations as preferred. Utilize these tools to streamline updates effectively for both roles.
Ensuring Staff Receive Schedule Change and Cancellation Alerts
To ensure staff are properly updated on schedule changes or cancellations in a timely manner, you can adjust their notification preferences as follows:
Navigate to your company's Notifications Settings.
Locate the schedule change notifications setting.
Select the option to Always, ensuring that updates are sent for schedule changes regardless of timing.
These settings ensure all crucial updates are delivered promptly, reducing the risk of missed information.
If you select "Only Scheduled Clients" or "Scheduled Clients And Clients They Are A Preferred Sitter For", you must also choose how many days before and after a scheduled event your staff will receive notifications.
Disabling Notifications Staff Receives from Client
When a staff member is assigned to a service for a client or is a preferred sitter for them, they will become "subscribed" to the client. Being subscribed to a client means that the staff member will receive notifications regarding the client, even if they are no longer being assigned services or set as the preferred sitter for them. To unsubscribe a staff from a client, you will need to edit the staff member's details. From the Staff List, select "Edit Details" for the staff member: For sitters, notifications can also be managed in their profile using the same steps outlined below, ensuring alignment between staff and sitter notification preferences.
From here, you can select the "Client Subscriptions" tab, which will show you all of the clients the staff member is subscribed to. To unsubscribe the client from the staff member, simply click the toggle switch in the "Subscribed" column to off. For sitters, an identical process applies, ensuring they no longer receive updates from specific clients when unsubscribed.
For administrative roles, such as Office Managers looking to limit specific notifications while retaining scheduling capabilities, you can adjust the "Message Added To Client Conversation" setting in the Notifications Tab. This allows for a more segmented approach to notification management.
For information on managing staff member access to clients, please refer to our article on Managing Client-Specific Staff Access.
Customizing Notifications For Staff
You are able to customize the notifications the staff member receives in the Bulk Notification Editor (which you can find in Settings > Advanced > Bulk Notification Editor). You can also set notifications on a staff-by-staff basis by going to the staff member's "Edit Details" section and selecting the "Notifications" tab. Regularly auditing and updating notification settings helps ensure they remain relevant to workflow needs. Using tools like Preferred Staff features can simplify notification management and communication.
As an additional customization, staff notifications can be tailored to filter out client conversation messages posted by other staff members. This can be done by unchecking the related settings in the 'Edit Details > Notifications Tab' section.
Note: We highly recommend reviewing our Advanced Webinar - Notifications video for further clarification on how to best utilize notification settings for your company.
Locating Notification Settings On Staff Profiles
Here is how to navigate to an Admin, Office Manager, Staff, or Trainee's profile to update their individual notification settings.
You can use the Bulk Notification Editor to update notification settings for roles in Bulk.
Depending on the level of the staff role, different notification options will display that are applicable to that level of staff role.
First, navigate to the Main Staff List:
Then, click on the name of the staff member or user who you would like to edit notifications for:
Note: If you'd like to be taken to the notification settings right away, you can click the "Edit Settings Link" shown to the far right of each listed staff member or user
Note: Lite users can access their staff profile by searching for their name in the search box and clicking on it under Staff. Alternately, you can click your profile picture in the upper right-hand corner and select "Edit My Info" from the dropdown. We share more here: How To Access Staff Profile On The Lite Plan
Click Edit Settings just below their staff name at the top of their profile:
Click on the Notifications tab:
Navigate to the setting you would like to adjust:
Uncheck the box to turn off the notification:
A checked box means the notification is on, and an unchecked box means the notification is off.
To turn on all Dashboard or Email notifications, click the "All" button. To turn off all Dashboard or Email notifications, click "None". Notification settings will auto-save on this page:
