The employee’s notification when a client is assigned to them
Every assignment by automatic, manual or bulk distribution, or by the automation action, sends the employee who gets the client a notification with the client’s name and a link to open it.
How it works
How it’s assigned
Who the notification says assigned it
Automatic distribution
The system
Manual or bulk distribution
The name of whoever did it
The automation action
The system
The notification arrives in the app, on the phone, and through the channels turned on in the notification settings.
No notification arrives if the owner didn’t actually change.
An assignment by the “Assign to Default User” fallback in automatic distribution may not send a notification.
A real example
Basma Clinics
The situation
The front-desk employees work from their phones.
What they did
- They turned on mobile notifications.
The result
Each employee gets a notification for every booking assigned to her, and calls within minutes.
A made-up company, to show the idea. The numbers are rounded.
Did this guide solve it?
If not, we’ll ask what was missing.