Question

How do I set notification preferences for a team?

Answer

Notification preferences can be configured and customized for every member of a team.  Here's the procedure:

1. Login to your account
2. Navigate to and then click on the 'Team Settings' section of your account
3. Click on the 'Notifications' tab which will take you to a list of all configurable notifications
4. Click on the 'edit' button for the notification that you want to customize, in this example we are using 'appointment canceled'
5. From here, you are able to configure which team members get what notifications by selecting or deselecting the checkbox next to the team members name and then clicking 'update additional recipients'
6. Follow this same process to update all notifications for the team

Click here, for information how how to switch between your account and a team members account

Click here, for more information on how to add a team member to your agent account