Client notifications

Clients receive both in-product and email notifications similar to internal users. In-product notifications appear next to app names with a numeric indicator showing the notification count. Email notifications feature company branding and can be sent from custom domains. The system automatically avoids sending emails when clients are actively using the portal.

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List of in-product notifications for clients

• New message received
• Open invoice
• Form submission request
• Contract submission request
• New files uploaded
• Total number of tasks not yet marked as Done

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List of email notifications for clients

• New message received
• Open invoice
• Form submission request
• Contract submission request
• New files uploaded
• Tasks assignment

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Automated reminder emails

Clients receive automatic branded email reminders for:

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Billing reminders

Manual invoices and subscriptions trigger reminders at these intervals:

• Due Soon: 3 days before payment due
• Due Today: On the due date
• Overdue: 3 and 7 days after the due date

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Form & Contract request reminders

Reminders are sent 3 days and 7 days after initial requests if not completed.

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Task reminders

For tasks with due dates: reminders sent 3 days before, on the due date, 3 days after, and 7 days after. For tasks without due dates: reminders sent 3 and 7 days after assignment. Reminders stop when tasks are marked done, deleted, or reassigned.

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Muting notifications for a client

To disable email notifications for a specific client:

1. Open the Clients page and select the client.
2. Click the menu button (…) in the Client Details panel.
3. Select Mute email notifications.

To restore notifications, follow the same steps and select Unmute email notifications.