Notifications can be an important part of your business' process, allowing you to more easily track activity on your account, but too many notifications can become overwhelming for your team. Each team member's account in BusyPaws therefore allows the user to customize which notifications they receive along with whether each notification comes via email, through your BusyPaws login, or both.
Locating Your Notification Settings
Each user is able to adjust their own notification settings from their profile page. To get there, start by clicking or hovering your mouse over your profile photo icon in the bottom-left corner of the page.
Then select "Your Profile" from the top of the menu.
This page includes all of the settings specific to your user account. To locate your notification settings, ensure that the "Profile Settings" tab at the top is selected.
Your notification settings are found in the "Notifications" section of this page. Select any notification setting toggle to turn it on/off. All changes made to notification settings on this page are saved automatically.
Those with Manager or Business Owner access level designation can also view and edit the notification settings for other users on their account. To do this, navigate to the Users list from your Settings page (accessed by clicking the gear icon), locate the user whose notifications you wish to edit, select "Actions", then "Edit Team Member".
Types of Notifications
There are a range of available notification options that can be configured for each user's account. The available notifications differ depending on the user's access level. Those with Manager or Business Owner designation have more available notification options than those with Employee or Lite access.
The available notifications are split into several different subsections based on the associated trigger.
Messages
Messages (All) | Triggered when there is a new customer message is received on any thread. |
My Messages | Triggered when there is a new message on a thread in which the user has previously participated (i.e. threads where the user has previously sent a message). |
Those with Employee or Lite level access will have only the My Messages notification option.
Bookings (Assigned to Any User)
This entire subsection is available only to users with Manager or Business Owner designation.
Booking Created | Triggered when a new booking is manually scheduled for which the user is not assigned as a provider. This includes both group and individual bookings. This does not include when users manually add pets to existing group bookings. |
Client Self-Registration | Triggered when a client self-registers for a booking (group or individual) for which the user is not assigned as a provider. |
Booking Time Changes | Triggered when the scheduled date/time of a booking not assigned to the user is changed. |
Cancelled Bookings/Registrations | Triggered when a booking not assigned to the user is cancelled. Also triggered when a client's registration is removed from a group booking to which the user is not assigned.
Note that this notification is not triggered when bookings are deleted. |
Bookings (Assigned to Me)
This entire subsection is available to all users, regardless of their access level.
Booking Created | Triggered when a new booking is manually scheduled with the user assigned as a provider. This includes both group and individual bookings. This does not include when users manually add pets to existing group bookings. |
Client Self-Registration | Triggered when a client self-registers for a booking (group or individual) for which the user is assigned as a provider. |
Booking Time Changes | Triggered when the scheduled date/time of a booking with the user assigned as a provider is changed. |
Cancelled Bookings/Registrations | Triggered when a booking with the user assigned as a provider is cancelled, or when a client's registration is removed from a group booking for which the user is a provider. |
Tasks
Some notifications in this subsection are available to all users, others are available only to those with Manager/Business Owner designation. Availability is indicated beneath the name of each.
Tasks Assigned (All Users) | Triggered when a new task is assigned to the user. |
Tasks Mentioned (All Users) | Triggered when the user is tagged in a task's comment. |
Tasks Due Reminder (All Users) | Triggered when an in-progress task assigned to the user reaches its due date. |
Tasks Completed (Assigned to Me) (All Users) | Triggered when a task assigned to the user is marked completed. |
Tasks Completed (Assigned to Anyone) (Managers Only) | Triggered when a task not assigned to the user is marked completed. |
The Task functionality is available to Team and Business plans only. It is not available for Solo or Starter level plans. For more information, see our User Tasks help guide.
Purchases
Some notifications in this subsection are available to all users, others are available only to those with Manager/Business Owner designation. Availability is indicated beneath the name of each.
Membership Purchases (All Users) | Triggered when a client purchases a new membership subscription. |
Membership Cancellations (All Users) | Triggered when a client cancels an active membership subscription. |
Membership Failed Payments (All Users) | Triggered when a recurring membership subscription payment fails. |
Package Purchases (All Users) | Triggered whenever a client purchases a package. |
Invoice Paid (Managers Only) | Triggered when a client pays the outstanding balance on an invoice. |
Invoice Refunded (Managers Only) | Triggered when an invoice payment is refunded. |
Daily Sales Report (Managers Only) | Triggers once daily, providing information on the total daily revenue (calculated from all non-draft invoices generated that day) and payments taken (including Stripe and manual, non-Stripe payments). |
QuickBooks Failed Sync (Managers Only) | Triggered when an invoice's QuickBooks sync attempt fails. This setting only appears once a QuickBooks integration has been configured on your account. |
Client Activity
New Client | Triggered when a new customer profile is created. |
New Prospect | Triggered when a new prospect profile is created. |
New Waitlist | Triggered when a new waitlist entry is created. |
Form Submission | Triggered when a client submits a form, whether through it's direct link/website embed, after having received it via email, or through the booking process. |
Lesson Comments | Triggered when a client submits a comment on one of their course lessons. |
Client Portal
This entire subsection is available only to users with Manager or Business Owner designation.
Client Data Changed | Triggered when a customer updates their profile information, updates the information on one of their pets' profiles, or adds a new pet through the Client Portal. Includes updates to any default client fields or pet fields as well as vaccine attribute fields. Does not trigger for updates to client photos or pet photos.
Includes the following notifications:
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Client Shared Document | Triggered when a customer uploads one or more new documents to their profile from the Private Client Portal.
Does not include vaccine attribute updates. Vaccine updates are included with Client Data Changed notifications. |
Each notification is listed with a "Web" toggle, an "Email" toggle, and a "Mobile" toggle. These toggles control whether or not the notification goes out, and in what format it is sent. Any notification with its "Email" toggle turned on (purple) will result in that notification being sent to the email associated with the user's account. Any notification with its "Web" toggle turned on (purple) will result in a notification within BusyPaws (under the bell icon at the top of the page).
Notifications with their "Mobile" toggle turned on (purple) will result in a push notification to any mobile device on which the user has the BusyPaws app.
The BusyPaws mobile app is currently in beta testing. Keep an eye on our news page for information on its release.
Note that Messages and Messages (All Users) notifications can be set only as email or mobile notifications, not web. By default, unread message notifications display next to the Messages icon within BusyPaws. Similarly, the Daily Sales Report notification can be set only as an email notification. Daily revenue and payment data is always available from the Reports pages of your account.
Your Notification Centre
The notification centre for your account stores all notifications, even those you have not turned on for your profile. This allows you to easily track activity, even if you do not wish to be actively notified when certain triggers occur.
To start, any notifications set to "Web" will result in a red notification bubble next to the bell icon at the top-right of any page in BusyPaws when their associated action occurs.
Hovering your mouse over the bell icon opens a drop-down with a list of those notifications. All unread notifications listed will display in purple. Hover your mouse over any unread notification to mark it read.
To see a full list of notifications, select "See All" from the bottom of the drop-down.
This opens your Notifications centre, with a comprehensive list of all notifications. Each notification is listed with information about the activity that triggered it (i.e. Booking added, payment received, etc.), the type of notification, whether its associated web or email toggle is turned on, and the date/time of the activity.
Use the filter at the top of the page to view notifications of a specific type.
Any unread in-app notifications will be displayed in purple. Hover your mouse over the notification's list entry to mark it as read, or select "Mark All Read" to switch all unread notifications to read at once.
Select any notification's information to open the related page. Depending on the notification this may be a customer/prospect profile, a booking, or an invoice. Any notification listed without a link indicates a client profile, booking, or invoice that has been deleted.
