Practice sends several transactional notifications based on the permission of the team member. Generally, we send the notification to the assigned owner of the contact.
If the assigned owner has the appropriate permission structure, then we'll send the notification.
For example:
- Collaborators do not have access to any sensitive financial information about their book of business
- So if a payment is made by a client, the collaborator doesn't get any communication that a payment was received
Learn more about the permissions structure here:
Here's a list of all the transactional notifications around email communication:
- When a package is purchased (any package or subscription)
- When a new appointment is booked with your team member
- When a group appointment is assigned to them
- When a 1:1 appointment is assigned to them
- When an appointment is updated
- When an event is created
- When an event attendee list is full
- When a calendar gets disconnected
- When a package quantity is updated or changes
- Off-track notifications or at-risk notifications
- When a form is submitted by the client
- When an invoice is paid by the client (only when admins are the assigned owners)
- When an invoice is unpaid for a duration (only when admins are the assigned owners)
- Note that this is configured as a smart action
- When an appointment is completed, a follow-up email
- When an agreement is completed
- When an appointment is cancelled
- When a subscription is cancelled