Notifications tell you what happened while you were looking elsewhere: a missed call, a new secure message, a payment that failed. This page is where each person decides what they want.
Go to Settings → Account → Notifications.
Channels and behaviour
| Setting | What it does |
|---|---|
| Sound notifications | Play a sound when a notification arrives. |
| Desktop notifications | Browser notifications; your browser asks for permission the first time. If it is blocked, the switch says so. |
| Phone notifications (app) | Push notifications to your phone. On iPhone, add FrontDesk to the home screen first. Send test checks it works. |
| Group by type | Combine similar notifications into one row with a count. |
| Attention tags on dashboard | "Needs attention" tags on unconfirmed appointments. |
| Real-time booking alerts | Ping the bell for every booking, or fold routine bookings into a daily summary. This one is per location. |
Performance summary emails
Per location: Email me a performance summary daily, weekly, or monthly, with the metrics you tick (Calls answered, Calls made, Calls handled by AI, Appointments booked, New patients, Calls transferred to staff, Cancellations, Reschedules, Missed calls, and Est. staff hours saved).
The financial digest is separate and lives on the Financial report; see Financial reports.
What to be notified about
Six categories, each with a master switch and individual events:
- Calls: missed calls, new voicemails
- Messages: new messages, including a message a caller leaves with your AI receptionist. Urgent messages and web chats that need a person follow only the Messages switch.
- Appointments: new bookings, cancellations, reschedules
- Waitlist: opening claimed (a client took a waitlist opening by text)
- Payments: payment received, payment failed
- System: Alerts (allowance use, email problems, paused campaigns, unfinished forms, website access) and Updates (finished campaigns, Smart Timing changes). Support replies follow only the System switch. Turning Alerts or System off stops the in-app and phone notice for a paused campaign (a calling campaign that stopped itself, with the reason), but not its email, which always goes to the account owner, the location's admins and managers, and whoever set up the campaign.
Clinical notices (a note due, a co-signature needed, a risk flag, a completed measure, a plan review due) go to the provider or supervisor concerned and are not switched off here.
Two daily roll-ups arrive once a day per location: appointment series ending, and failed email deliveries. Each lists only that location's clients and goes to the people who work there. The account owner belongs to every location, so they get one for each, marked with the location's name. Failed emails that name no location go to the account owner only.
Open documents are not a daily roll-up. A client's unfinished documents reach the bell only when someone can help: a visit is today, tomorrow or the day after and the forms are not done, or all the automatic reminders went out and the forms are still open. It is one notice per client, updated rather than repeated while you have not read it, and Open client goes to that client's Documents tab. It goes to the people at the client's location and follows the System and Alerts switches. See Send documents to a client.
Sounds
A call ringtone and a message sound, each with its own switch, a preset or uploaded sound, a preview, and a volume slider.
The bell
The bell in the top bar opens your notifications with chips for All, Unread, and Needs you, grouped into Needs you, Today, and This week. Each row offers its next action (call back, open the record, reply, view in the calendar, listen, open the client). A message from your website's contact form offers View message, which opens it in Inbox → Website messages; see Set up your practice website. A notice that monthly statements or past-due emails are waiting for a verified sender offers Set up email, which opens Settings → Email. Mark all read clears the unread count, and the ⋯ menu can clear everything.