Notifications
Some notices always reach you: urgent alerts, receipts for money, invites and sign-in codes. In the client portal, each contact chooses which of its emails they get, in Settings › Notifications. Choosing which notices you get in the console and the agent app comes after launch.
Requests
- A booking needs you
- To the firm's staff when a request arrives, a quote is approved (or approved with a deposit to collect), declined or expires, a change is asked for, approved or declined, or a request is withdrawn. By email, push and in the app.
core.request.firm_updates - A request from your website
- To the firm's staff when someone confirms a request sent from its website, and when you need to choose which client it's for. By email and in the app.
core.website_request
Quotes
- A quote waiting for your approval
- To an approver when a colleague who can only request asked for the quote and it's waiting on them. By email, push and in the app.
core.quote.awaiting_approval - Something to approve
- To the client's approvers when a quote, a change or extra time is sent, when a quote expires soon, and to say a change is proposed. By email, push and in the app.
core.quote.to_approve - Your approval has lapsed
- To the client's approvers when an approval waiting on its deposit lapsed with the quote, because the deposit wasn't recorded in time. By email, push and in the app.
core.quote.deposit_lapsed
Bookings
- A low rating
- To the booking's dispatcher and the firm's owners and admins (every dispatcher when it has none) when a client rates a booking 2 stars or less. By email and in the app.
core.rating.low - You're a guest
- When you're added as a guest to a booking, so you can follow it. By email and in the app.
core.guest.added - Your booking changed
- To the client, its guests and the agents on it when a booking is confirmed, changed, cancelled or declined, its quote is withdrawn, or its cancellation fee is decided. By email, push and in the app.
core.booking.client_changes
Staffing
- Staffing needs you
- To dispatchers when an offer is declined or expires, someone asks to be released, or a booking is still short of people 48 and 4 hours before it starts. By email, push and in the app.
core.staffing.dispatcher - Your shifts
- To an agent when they're offered a shift, put on or taken off one, released, kept on, when it runs longer, when it starts soon, and when their time is corrected. By email, push and in the app.
core.shift.agent_updates
On the day
- Live updates
- To the client and guests following a booking: the agent is on the way, has arrived, the work is complete, or the firm shared a note. By push and in the app.
core.live.client_updates - Time to check in
- A phone notification to an agent on a live shift when a check-in is due, beside the app's own prompt. By push and in the app.
core.live.check_in_due
Alerts
- A test alert
- To the people on call when the firm sends a test from setup. Confirm it on the On call tab; nothing has happened. By email, push and in the app. Always sent.
core.alert.test - An alert
- To dispatchers, on call and the agent it's about for a routine alert on a live booking, and when someone was clocked out automatically. By email, push and in the app.
core.alert.routine - An urgent alert
- To staff on alerts and on call for an urgent alert on a live booking. It repeats until someone acknowledges it, and is always sent. By email, push and in the app. Always sent.
core.alert.urgent
Reviews
- A credential expires soon
- To the agent and the firm's staff 30 and 7 days before a credential expires, and on the day. By email and in the app.
core.credential.expiring - A report to review
- To the firm's reviewers when an agent sends a report. By email and in the app.
core.review.submitted - Your report was decided
- To the author when the firm publishes their report or sends it back with what to change. By push and in the app.
core.review.decided
Reports
- A new report
- To the client's contacts who see bookings when the firm publishes a report, or a corrected one. By email, push and in the app.
core.report.published - A report was handed over
- To the previous author when the firm gives a report to someone else to write. By push and in the app.
core.report.handed_off
Billing
- A disputed payment
- To owners and admins when a client disputes a payment with their bank, and when the dispute is won, lost or closed. By email, push and in the app.
core.dispute - A payment
- A receipt to the client when a payment goes through, and a notice to the firm's staff; both again if a bank payment fails afterwards. By email and in the app. Always sent.
core.payment.receipts - A question about an invoice
- To owners and admins when a client's contact asks about an invoice. By email, push and in the app.
core.invoice.client_question - A refund
- To the client when the firm refunds a deposit or a payment, and if the refund didn't go through. By email and in the app. Always sent.
core.refund.notices - An invoice
- To the client and its billing addresses when an invoice is sent, 3 days before it's due, on the day, and every 7 days while it's overdue. By email and in the app. Always sent.
core.invoice.notices - Your code to pay or see an invoice
- When you ask for a code on an invoice's pay page. It works once, for 10 minutes. By email. Always sent.
core.pay_link.code
Payouts
- A payment to an agent failed
- To owners and admins when a payment to an agent failed or came back from their bank. By email, push and in the app.
core.money.owner_alerts - A payout run will be debited
- To owners and admins when a payout run is approved: the total to be taken from the bank, and how many invoices it pays. By email, push and in the app. Always sent.
core.payout.run_debits - An answer about your pay
- To an agent when the firm answers their question on a line of their pay. By email, push and in the app.
core.money.agent_notices - Payments and pay
- To owners and admins when Stripe verifies the account or needs more information, an agent asks about a line on their pay, and a daily note of pay that didn't go out. By email, push and in the app.
core.money.staff_notices - Your invoice was held
- To an agent when the firm holds their invoice out of a payout run, with the reason. By email, push and in the app.
core.payout.agent_held - Your pay
- To an agent when payment for their invoice is sent, paid, didn't go through or came back; to the approvers when a payout run is ready. By email, push and in the app.
core.payout.updates - Your Stripe account
- To an agent when Stripe needs more information from them, or a payout to their bank didn't go through. By email, push and in the app.
core.money.agent_account
Your account
- A new name wasn't approved
- To the owner, when the new display name they asked for isn't approved. The reason is in the console. By email and in the app.
core.business.display_name_declined - An account is closed
- To everyone at a firm, its agents and its clients' contacts, when the platform closes its account. Its own staff also read why. By email and in the app.
core.business.closing - An upload wasn't accepted
- In-app, to owners and admins, when a file someone uploaded to the firm wasn't kept, and whether they were told. By in the app.
core.file.rejected_staff - Confirm your request
- When you ask a firm for a service on its website. Confirm by the link, or the request is deleted unconfirmed. By email. Always sent.
core.website.confirm - New application
- Email to the platform's operations inbox when a firm applies. By email. Always sent.
core.application.received - New application
- In the admin app's inbox, to every platform operator, when a firm applies. By in the app.
core.application.received_inbox - You're invited
- When a firm invites you to join its team, as an agent, or to its client portal. The link works for the days the email says. By email. Always sent.
core.invite - Your account's status changed
- To the owner, when an application isn't approved, when the account is put on hold, and when the hold is lifted. By email and in the app.
core.business.status_changed - Your firm is approved
- To the owner, when the application is approved. Sign in to invite your team and finish setting up. By email and in the app.
core.business.approved - Your upload wasn't accepted
- When a file you uploaded can't be kept: the wrong type, too large, or it couldn't be opened. Nothing was kept; upload it again. By email and in the app.
core.file.rejected
Security
- Emergency access opened
- In the admin app's inbox, to every other platform operator, at once when one opens emergency access to a firm. By in the app.
core.break_glass.opened_inbox - Sign-in is paused
- When too many wrong codes were typed for your address. Code sign-in pauses for an hour; nobody signed in. By email.
core.sign_in.locked - Support access
- To owners and admins when platform support asks for access, it's granted, support first uses it, support takes an action, or emergency access is opened. By email, push and in the app.
core.support_access - Your authenticator was reset
- When an owner or admin at your firm turns off your authenticator, as after a lost phone, or you turn it off yourself. Always sent. By email. Always sent.
core.authenticator.reset - Your sign-in code
- Each time you ask for a code to sign in. It works once, for 10 minutes; if you didn't ask, ignore it. By email. Always sent.
core.sign_in.code
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