ClickPoint

The most commonly used system notification type is Appointment Reminders. Appointment Reminder notifications will alert users of upcoming appointments scheduled within ClickPoint.

Here are the steps for configuring Appointment Reminder notifications:

Navigate to More &gt; Settings &gt; Notifications.

Click "Add New" (on the right side of the screen).

Add a name for your notification and select "Appointment Reminder" from the Notification Type dropdown, then click Save.

Use the toggles to enable your notification and configure which notification delivery methods you want to include.

Here's a description of each notification method: Send Email – will send an email to the email address provided in the My Account section to notify you via email.

Show Modal – displays a pop-up box while signed in to the ClickPoint application.

Show Notification - displays a notification under the 'Notification Flag' (under your user profile picture).

Click the Accounts button for your notification to select which users should receive the notifications.

Select users either individually or by selecting Branches to include entire teams. Pro Tip: select the corporate level to include all user accounts

Optionally, you can use the panel to forcefully exclude user accounts from the notification, or allow or deny a user account from overriding the notification settings to their preferences. If a user account is allowed override of the notification settings they can select their preferences in their My Account settings:

1. Navigate to More &gt; Settings &gt; Notifications. 
 
 
2. Click "Add New" (on the right side of the screen). 
 
 
3. Add a name for your notification and select "Appointment Reminder" from the Notification Type dropdown, then click Save. 
 
 
4. Use the toggles to enable your notification and configure which notification delivery methods you want to include. 
 
 
 Here's a description of each notification method: Send Email – will send an email to the email address provided in the My Account section to notify you via email.
 Show Modal – displays a pop-up box while signed in to the ClickPoint application.
 Show Notification - displays a notification under the 'Notification Flag' (under your user profile picture). 
 
 
5. Click the Accounts button for your notification to select which users should receive the notifications. 
 
 
6. Select users either individually or by selecting Branches to include entire teams. Pro Tip: select the corporate level to include all user accounts 
 
 
 Optionally, you can use the panel to forcefully exclude user accounts from the notification, or allow or deny a user account from overriding the notification settings to their preferences. If a user account is allowed override of the notification settings they can select their preferences in their My Account settings: