Setting Global Master Level Preferences
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      2. Client Portal 2.0
      3. Setting Global Master Level Preferences

      How to set Notifications Settings?

      In the Notifications tab, the global notifications settings are set for the member, staff, and client using the Email Templates, Push Templates, and SMS Templates.

      To set the Notifications templates for the member, staff, and/or client:

      • Select the required Email Template, Push Template, and/or SMS Template

      • For staff notifications, select the Staff Name

      • Click Save Notification Settings and the selected notifications settings are saved

       

      Field Name

      Description

      Member: Notification to send the shift confirmation details from Client portal - New Bookings.

      Notification to send the shift confirmation for New Booking to the member using Email Template, Push Template, and SMS Template.

      Select the Email Template, Push Template, and SMS Template from the available template list.

      • Select Email Template: Select the Email Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

      •  Select Push Template: Select the Push Template and the Push Notification to members is shared with the default template having the Module selected as 'Allocations’.

      • Select SMS Template: Select the SMS Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.

       

      Staff: Notification to send the shift booking alert from Client portal - New Bookings.

      Notification to send the shift booking alert for New Booking to the staff using Email Template.

      • Select Staff Name: Select the required Staff.

      • Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

      Client: Notification to send the shift Order details from Client portal - New Bookings.

      Notification to send the shift order details for New Booking to the client using the selected Email Template.

      • Select Email Template: Select the Email Template and the Email notification to Admin Staff is shared with the default Email Template having the User Type as ‘Staff’.

      Staff: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

      Notification to send the shift cancellation alert for the current booking to the staff using Email Template.

      • Select Staff Name: Select the required Staff.

      • Select Email Template: Select the Email Cancellation Template and the Email cancellation notification to Staff is shared with the default Email Template having the User Type as ‘Staff’.

       

      Member: Notification to send the shift cancellation alert from Client Portal - Current Bookings.

      Notification to send the shift cancellation alert for the current booking to the member using Email Template and SMS Template.

      • Select Email Template: Select the Email Cancellation Template and the Email Alert to members is shared with the default Email Alert template with the User Type as 'Members’.

       

      • Select SMS Template: Select the SMS Cancellation Template and the SMS alert to members is shared with the default template having the Module selected as 'Allocations’.
       

      :arrow_backward: Back to Global Master Level Settings