Overview
Anchor allows you to tailor notification settings for both your team and your clients. This guide will walk you through configuring these notifications to ensure that you and your clients receive updates that are relevant to your needs.
Accessing Notification Settings
To manage notifications, you need to have Owner or Admin access. Here’s how you can find and configure the settings:
Navigate to Settings from the sidebar.
Under Settings, Select Notifications.
Notification Settings for Your Team
You can customize the notifications that your team members receive. To adjust these settings, click Edit next to each notification type and choose your preferred options. The available notifications include:
Proposal Signed: Notify your team whenever a client signs their proposal.
Amendment Approved: Notify your team whenever a client approves an amendment to their agreement.
Payment Failed: Notify your team if Anchor fails to collect payment for your invoice.
Payment Refunded: Notify your team when Anchor successfully refunds your client (these settings also apply if a refund fails).
Payout Deposited: Notify your team when Anchor deposits funds into your bank account (this also applies if funds are withdrawn).
Payout Failed: Notify your team when Anchor failed to deposit funds into your bank account (this also applies if funds are withdrawn).
You can also set up notifications for specific client actions if they are not completed within a set time frame:
Proposal not signed: Notify your team if a client hasn’t signed the proposal after a specified number of days.
Amendment not approved: Notify your team if a client hasn’t approved an amendment after a specified number of days.
Notification Settings for Your Client
You can adjust the notifications that your clients receive. To modify these settings, click Edit next to each notification type and select your preferred options.
Please note: All notifications for clients are sent to every team member within the client’s business.
The available notifications are:
Invoice Issued: Notify your client whenever an invoice is issued.
Invoice Requires Approval: Notify your client whenever an invoice requiring their approval is issued. This notification cannot be disabled.
Payment Failed: Notify your client whenever Anchor fails to collect payment using their payment method. This notification cannot be disabled.
Agreement Amended: Notify your client whenever an agreement is amended. This notification cannot be disabled.
Payment Refunded: Notify your client whenever Anchor successfully refunds a payment.
You can also set up reminders for specific client actions at fixed intervals if they are not completed within a set time frame:
Proposal not signed: Set the number of reminder attempts and the interval between them to prompt your client to sign their proposal.
Amendment not approved: Set the number of reminder attempts and the interval between them to prompt your client to approve the amendment to their agreement.