Reports – Timed Automation
Notification Templates
- You should create custom email and SMS templates for each type of notification rule you create. This process is covered here briefly.
- See the Notification Templates documentation for more information.
Email/SMS Setup
- For emails, you must complete the Notification section of Edge Email setup.
- For SMS, you must be licensed through our Administrative department for either Plivo, Podium, or Clientbook messaging.
Additional Settings
- For service jobs, the Notify field must be filled in on the job record.
- For occasions, the Birthday or Anniversary date must be filled in on the customer record and a preferred email and/or cell must be on file.