Overview

Clients, like internal users, also receive in-product and email notifications. In-product notifications appear directly beside the app name and are indicated with a number that represents the number of notifications.

Email notifications are sent to clients featuring your company’s branding, and can be sent from a custom domain. Email notifications are only sent when a client is not currently active in your portal to minimize unnecessary emails.

List of in-product notifications for clients

• New message received

• Open invoice

• Form submission request

• Contract submission request

• New files uploaded

• Total number of tasks that are not yet marked as Done.

List of email notifications for clients

• New message received

• Open invoice

• Form submission request

• Contract submission request

• New files uploaded

• Tasks assignment

Automated reminder emails

Your clients will receive automatic reminders via email with your branding for:

Billing reminders

Clients receive the following reminders for manual invoices and subscriptions if they have not yet paid.

• Due Soon - 3 days before payment is due.

• Due Today - On due date.

• Overdue - 3 days and 7 days after the payment due date.

NOTE: Clients will not receive reminders for auto-charge payments/subscriptions.

Form & Contract request reminders

Clients will be given reminders 3 days and 7 days after receiving forms and contracts, if they have not yet completed the action.

Task reminders

Clients receive automated reminder emails for tasks assigned to them, on the same cadence as other reminders.

For tasks with a due date: reminders are sent 3 days before the due date, on the due date, 3 days after, and 7 days after.

For tasks without a due date: reminders are sent 3 days after assignment and again 7 days after.

Task reminders respect your existing client notification settings. You can adjust them workspace-wide at Settings › Client notifications.

Reminders stop automatically when a task is marked done, deleted, or reassigned.

Muting notifications for a client

You can mute email notifications for a specific client. While muted, that client won't receive any email notifications from your portal.

To mute notifications:

1. On the Clients page, click the client you want to mute

2. In the Client Details panel, click the menu button (...) at the top

3. Select Mute email notifications

To unmute: Follow the same steps and select Unmute email notifications.