Client notifications

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

List of email notifications for clients

• New message received

• Open invoice

• Form submission request

• Contract submission request

• New files uploaded

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.