How to configure notifications for visit reminders?
Step 1: First, tap on your username on the top right of your screen
Step 2: A dropdown will open up, and click on “Company Settings”
Step 3: Click on “Notification” to open up settings regarding the notifications
Step 4: Click on “Edit,” and a new window with multiple setting options will open
You can schedule email reminders that are sent automatically hours/days before/after the job
Also, you get an email template that you can use directly, or you can edit them manually
Step 5: You can use the “Insert Variable” button, which imports info from your scheduled job and client details
Step 6: If not sure, you can reset the message to default by clicking on the “Reset” button
Step 7: Click on “Save” to save the updated changes
