Requirements for Automated Notifications


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.

 

Updated on Thu, 08 Dec 2022 by Angela Chiaravalle

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