The Notifications feature helps you manage how, when, and where alerts are sent to you and your customers. It keeps everyone informed about important updates like appointments and document status. You can choose the type of alerts (email, push, or SMS) and control which notifications are needed for different sections of the platform. This keeps your workspace organized, avoids unnecessary alerts, and ensures you never miss what matters.
Follow the step-by-step guide below to manage notifications on the TAAX Pro platform.
Step 1: Navigate and click on the profile picture at the top-right corner of the TAAX Pro platform, then click on the “Notification Settings” option.
Step 2: A Notification Settings screen will open with 3 sections: Emails, Push, and SMS.
Note: The toggle options under each tab remain the same, but choosing a different channel determines how the notification is delivered. Select one tab at a time to turn specific notifications on or off based on how you want users to be alerted.
Step 3: By default, the Emails section will be opened. Click on the toggle options under different headings for which you want to enable/disable the notifications. Do the same for the “Push” and “SMS” headings as well.
|
Toggle Button |
Description |
|
Created |
Enable this to send an email when a new appointment is created. |
|
Cancelled |
Turn this on to notify users when an appointment gets cancelled. |
|
Customer Document Sign |
Use this to alert when a customer completes a document signature. |
|
Customer View Document |
Activate this to inform when a customer opens a document. |
|
Appointment Review |
Enable this to notify when a review is submitted for an appointment. |
|
Form Submitted/Completed |
Turn this on to send an email once a user submits or completes a form. |
|
Business Favourite |
Use this to trigger an email when a business is marked as a favorite. |
|
Inbox Notification |
Enable this to notify users when a new chat message arrives. |
|
Customer View |
Activate this to alert when a customer views their invoice. |
|
Customer Pay |
Turn this on to send a confirmation when a customer makes a payment. |
|
Invoice Overdue |
Use this to remind users when an invoice is past its due date. |
|
Customer Send Document |
Enable this to notify when a customer uploads and sends a document. |
|
Customer Accepts Invite |
Turn this on to confirm when a customer accepts a sent invitation. |
|
Contact Us Request |
Use this to send an alert when someone submits a contact request form. |
