Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Notification Preferences
Choose which alerts reach your bell and desktop, and whether clients get invoice emails.
Choose which alerts reach your notification bell, whether they also appear on your desktop, and whether clients get invoice emails.
Overview
This guide covers Settings → Notifications.
Who Can Access
Team members need Manage Email Notifications.
Step-by-Step Guide
Turn on desktop alerts
Go to Settings → Notifications. Turn on Desktop alerts to see new notifications while the dashboard is open but minimised or in another tab. Your browser must allow notifications. This is saved for the browser you are using.
Choose what reaches your bell
Under Receive notifications, turn each group on or off. There are nine groups.
Choose the invoice emails
Under Send notifications, Invoice paid / unpaid / refund emails turns those client emails on or off. It is the same switch as those templates in Email Templates.
