How do I change automatic customer notifications?

getSoapy can send automatic SMS and email messages to your customers to keep them updated about their quote, job, or to remind them to pay an invoice.

When you first start using getsoapy, all customer notifications are turned off to prevent unwanted messages from being sent while you set things up. The following notification options are available:

• Configure which notifications are sent to all customers
• Customise notifications for an individual customer
• Control when notifications are sent

Configure which notifications are sent to all customers

To select which notifications you want to enable for all customers, follow the steps below:

1. Go to More > Customers > Notifications.

2. Under the Customers and Quotes tabs, you can edit when and how each notification type is sent:

When to Send

Choose between Immediately or Off. Some notification types can also be sent Manually or at a Scheduled time.

Email

Choose between Send or Don't send via email.

SMS

Choose between Send, Don't send, or Send if no email.

Customise notifications for an individual customer

If you need to configure custom notification settings (exceptions) for an individual customer, follow the steps below:

1. Select the customer from Manage > Customers or click View customer from the Jobs menu.

2. Click the menu icon in the top-right corner and select Notifications.

3. Any existing custom notification settings will be displayed. From here you can add a new or edit an existing custom notification setting.

Add a new custom notification setting

1. To add a new custom setting, select a notification type from the drop-down list.

2. Under the notification type, select a custom setting from the drop-down list. See above for an explanation of how each of these settings works.

3. Click Update to save.

Edit a custom notification setting

1. Under the notification type, change the custom setting from the drop-down list. See above for an explanation of how each of these settings works.

2. Click Update to save.

Notification options

From the Options tab, you can control when notifications are sent - immediately, or only between certain hours.

1. Go to More > Customers > Notifications.

2. Select the Options tab.

3. Toggle Limit notification delivery times to only send notifications between certain times. By default, the "Allowed times" are 7:00-22:00. Tap a time to adjust it. Toggle the option off to send notifications immediately.

4. Click Save to save your preferences.