Notification Settings
Choose what Work Planner notifies you about, set quiet hours, and turn on notifications for your phone or browser.
Work Planner can tell you when something needs you, even when the app is closed. You choose what you are told about, and when, from the Notifications section on your Profile page.
What You Can Be Notified About
Each one can be switched off on its own. Everything except the daily summary also waits in the notifications bell in the app header until you deal with it.
- Customer replies: when a customer texts you back.
- Messages that failed to send: when a text or email could not be delivered, for example because the number was wrong or you have run out of SMS credits.
- Automations needing approval: when an automation is waiting for you to approve it before it sends or charges.
- Texts to send from my device: when an automation has queued text messages for you to send from your own phone.
- My daily summary: what is on each morning, and how the day went each evening.
- Billing and automatic top-ups: when automatic credit top-ups stop, so you hear before your texts do. Only reaches whoever the account is billed to. See Automatic Credit Top-Ups.
- Customer payments and Direct Debits: when a customer pays you online, sets up a Direct Debit through a link you sent or cancels their Direct Debit at their bank. Only reaches people who can see payments. Turning this off takes these out of the bell as well, as they are only there to keep you informed.
These Settings Cover All Your Businesses
Notification settings belong to you rather than to one business, so they apply everywhere you work, whichever businesses you currently have selected.
That is why the count on your phone's app icon can be higher than the number in the notifications bell. The bell lists the businesses you have selected; the icon counts everything waiting for you. When the two differ, the bell tells you how many notifications are waiting in your other businesses, and opening a notification switches you to the right business automatically.
Choosing Which Businesses Notify You
If you work in more than one business, Businesses to notify me about lists them with a switch each. Every business notifies you until you say otherwise.
Turn a business off and it stops lighting the bell and your app icon, and stops sending you notifications on your phone. Nothing is hidden: switch to that business and its replies, failed messages and approvals are all still there, waiting. This is the setting to use when someone else looks after one of your businesses and you would rather not be told about it.
At least one business must stay switched on. If you want to stop notifications altogether, turn off the individual notification types above instead.
Quiet Hours
Turn on Quiet hours and pick a start and end time to stop notifications overnight. A window that ends earlier than it starts, such as 22:00 to 07:00, runs through the night.
Quiet hours stop the alert, not the message. Nothing is lost: the count still updates, and everything that arrived while you were undisturbed is waiting in the bell when you next open the app.
Turning Notifications On For A Device
- On your phone: tap Enable under Notifications on this device and allow notifications when your phone asks. You only need to do this once per device.
- In your browser: click Enable under Notifications in this browser and allow notifications when the browser asks.
If you refuse the request, your phone or browser will not ask again. You can still allow it afterwards from your phone's app settings, or from the padlock icon in your browser's address bar.
The Count On Your App Icon
Your phone shows the number of notifications waiting on the Work Planner icon, and it clears as you deal with them. Some Android home screens show a small dot instead of a number, which is a choice made by the home screen rather than by Work Planner.
Related articles
- Profile: where these settings live, alongside your name and appearance settings.
- Unread Replies Badge: the notifications bell in the app header that these settings control.
- Communications: the full message history a notification links into.
- Daily Summary: what the morning and evening summaries contain, and when they arrive.