You can choose to receive an email to alert you when a client's questionnaire has been completed. If you are an adviser user, you will receive these notifications when your clients complete questionnaires themselves, or when assistant users quick fill questionnaires on a client's behalf. If you are an assistant user, you can receive email notifications about some or all of your advisers' clients.
- From your dashboard, open the ‘your account’ drop-down menu>‘settings’ to be taken to the settings page.
- Choose ‘email notifications’ in the side bar.
- There are three options for email notifications:
- "Don't send email notifications" is the option if you don't want to receive email notifications, and instead prefer to log in to the system to check new activity.
- "Send an email after each update" means you will get an email each time a client completes a questionnaire, more or less immediately.
- "Send one digest for all the day's activity" means you will get a single email each day, at a time you specify, that shows you all of the questionnaires completed in the past 24 hours.
- If you are an adviser with assistants assigned to you, you can edit whether and how assistants receive notifications about your clients. Simply toggle the notifications on or off for each assistant, then follow step 4 again.
- If you are an assistant, you can edit whether and how you receive notifications about each adviser you work with. Simply toggle the notifications on or off for each adviser, then follow step 4 again.
Note that your company admin might have set a default email notification setting for your company. Any change you make to your own settings will override that default.