Clientbook automatically notifies managers and associates when appointments are created, assigned, or updated. These notifications help ensure appointment requests are handled quickly and associates are prepared for upcoming client visits.
Types of Notifications
Manager and Admin Notifications
Managers and admins receive notifications related to incoming appointment requests.
| Event | Notification |
|---|---|
| New appointment request | Alert when a client submits an appointment through the booking form |
| Appointment awaiting assignment | Notification that a request needs to be assigned to an associate |
These notifications help managers quickly route appointment requests to the appropriate team members.
Associate Notifications
Associates receive notifications related to appointments assigned to them and client communication.
| Event | Notification |
|---|---|
| Appointment assigned | Alert when an appointment is assigned to the associate |
| Appointment updated | Notification when date, time, or details change |
| Appointment cancelled | Notification when an assigned appointment is cancelled |
| New client message | Alert when a client sends a message |
Notification Channels
Notifications are delivered through the following channels.
Browser Notifications
Push notifications appear in the web browser when using the Clientbook dashboard
Requires browser notification permissions to be enabled
Notifications can appear even when the dashboard tab is not active
Mobile Push Notifications
Push notifications are delivered to iOS and Android devices
Requires the Clientbook mobile app to be installed
Notifications must be enabled in the device settings
How Notifications Work
When a Client Books an Appointment Online
A client submits an appointment request through the booking form
Managers receive a notification for a new appointment request
A manager assigns the appointment to an associate
The assigned associate receives an appointment notification
When Staff Creates an Appointment
A manager or associate creates an appointment from a client profile
The assigned associate receives a notification if they are not the creator
The client receives an appointment confirmation message
When an Appointment Is Updated
A staff member updates appointment details such as date or time
The assigned associate receives a notification about the change
The client receives an updated appointment message
Managing Notification Settings
Store Level Notification Settings
Notification behavior can be configured at the store level.
Location:
Setup > Stores > Select a store > Edit > Notifications
| Setting | Description |
|---|---|
| Notify managers of unassigned messages | Alerts managers when inbound messages are not assigned |
| Notify all managers | Sends notifications to all managers or only selected ones |
| Notify associates of overdue messages | Alerts associates when conversations remain unread too long |
Best Practices
Enable browser notifications for all team members
Install the Clientbook mobile app for on the go notifications
Assign new appointment requests promptly
Review notifications throughout the day
Adjust store notification settings to match your workflow
Troubleshooting
| Issue | Recommended Action |
|---|---|
| Browser notifications not received | Check browser notification permissions and allow Clientbook |
| Mobile notifications missing | Confirm app notifications are enabled on the device |
| Too many notifications | Review store notification settings |
| Associate not notified | Confirm notification permissions and app login status |