Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

Each team member can control how they get notified about activity. Open Settings → Account → Notifications for your own preferences.

​
Notification types

Each type can be configured independently per channel (in-app bell, email, push):
  • New lead — contact created
  • New conversation — fresh inbox conversation
  • Form submission — form filled out
  • Appointment booked — new appointment scheduled
  • Appointment cancelled
  • Appointment completed
  • Negative feedback received — 1-3 star review with text feedback
  • Payment failed — billing event (only goes to org owner regardless of preferences)
  • Trial ending soon — 3 days before, 1 day before
  • Voice usage warning — 80% / 100% of monthly minutes
  • Conversation cap warning — 80% / 100%

​
Channels

​
In-app (the bell)

Top-right of every dashboard page. Persistent until dismissed. Works everywhere you’re logged in. Settings: on / off per notification type.

​
Email

Sent to your account email (set on Settings → Account). Useful when you don’t have the dashboard open. Settings: on / off per notification type. Plus a digest mode option — instead of one email per event, you get one daily digest at the time of your choosing.

​
Push (mobile)

Browser-based push notifications. Requires:
  • Modern browser (Chrome, Edge, Safari iOS 16+)
  • Allowing notifications on first prompt
Settings: on / off per notification type. Same browser instance only — your phone won’t get push notifications meant for the desktop unless you’ve enrolled both devices.

​
Defaults

When you first sign up, defaults are:
  • In-app: all on
  • Email: only critical (new lead, payment failed, trial ending)
  • Push: off (until you opt in)
These are sane starting points. Tune as you learn what’s actually useful vs. noise.

​
”Mute everything for X hours”

When you’re in a focus block or off the clock, you can pause all notifications for a time window. Settings → Account → Notifications → Pause notifications. Pick a duration; everything goes quiet until the timer expires. Critical billing/account events (payment failed, account locked) override the mute.

​
Daily digest

If you opt into daily digest for email, a single email goes out at your chosen hour summarizing:
  • Yesterday’s leads + bookings
  • Open conversations awaiting reply
  • Tasks due today
  • Pipeline movements
A useful “morning report” alternative to per-event email spam.

​
Per-org-role defaults

Org owners and admins get all notification types on by default. Members default to none — they should opt in to what’s relevant for their work.

​
Mobile app

A native mobile app is on the roadmap; for now, the web dashboard is fully responsive and supports push notifications on mobile browsers. Most owners use it from their phone’s browser shortcut on the home screen — feels app-like.

​
Next

You’re done with Settings. Next:

Troubleshooting & FAQs

When things don’t work as expected.