By default, staff receive 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. By leveraging role-specific options like "Only clients they are preferred staff members for," team members in Staff/User and Trainee roles can further minimize unwanted notifications, ensuring they only receive updates for their designated clients.

To ensure staff are properly updated on schedule changes or cancellations in a timely manner, you can adjust their notification preferences as follows:

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.

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. Further role-based notification restrictions can be valuable for managing administrative roles, ensuring they only receive client-relevant updates while preserving core scheduling and oversight tools.

For information on managing staff member access to clients, please refer to our article on Managing Client-Specific Staff Access.

You can customize notifications on a staff-by-staff basis by going to the staff member's "Edit Details" section and selecting the "Notifications" tab. This is also detailed here. You are also able to customize the notifications for your team in bulk Settings > Advanced > Bulk Notification Editor. Employing the Bulk Notification Editor simplifies adjustments across multiple roles, particularly for Staff/User and Trainee roles, enabling efficient customization that aligns with team requirements.

Regularly auditing and updating notification settings helps ensure they remain relevant to workflow needs.

Permissions such as "Manage Invoicing" directly affect notification visibility. For instance, if the "Manage Invoicing" permission is turned off for a Manager, they will not receive payment-related system notifications. This allows for granular control over what information is shared with specific roles.

Here is how to navigate to an Admin, Office Manager, Staff, or Trainee's profile to update their individual notification settings. 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. 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.

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 and uncheck or check it:

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:

The Daily Schedule Email is emailed to user every day at the time you've configured in Settings > Advanced > Notifications and contains a list of all scheduled, cancelled, and completed events that are on the schedule for that day or the next day. This email can only be enabled or disabled by Admins. The Daily Schedule Email can be further configured from the "Details" tab of a Staff User profile.