How to set up & manage notifications

Synup lets you customize which notifications you want to receive by email. You can easily toggle each notification on or off, depending on what’s relevant to you.

How to Enable or Disable Notifications

1. Navigate to Notifications in your account settings.
   
   

2. You’ll see a list of all notification categories (Dashboard, Customers, Documents, Invoices, and Calendars).
   
   

3. Use the toggle switch next to each item to turn notifications ON (to receive emails) or OFF (to stop emails).
   
   

4. Changes are saved automatically.

Here’s a breakdown of all the notifications you can manage:

Dashboard Notifications

• Weekly summary of sales activities and results
  Receive a weekly email that summarizes your sales performance, including activities and results. This is useful for staying on top of progress without logging in daily.
  
  

Customer Notifications

• When a Customer uploads a file in Client Portal
  Get notified whenever a customer uploads a document or file directly to their portal. This ensures you can review and respond quickly.
  
  

Document Notifications

• When a Document is accepted by Client
  Receive an email when a client accepts a document you’ve shared (like proposals, contracts, or reports).
  
  

• When a Document is declined by Client
  Get notified if a client rejects or declines a document. This helps you act immediately and resolve any concerns.
  
  

Invoice Notifications

• When payment is received for an Invoice
  Get an alert as soon as a customer makes a payment on an invoice. This keeps you updated on cash flow without having to manually check.
  
  

Calendar Notifications

• Reminder 15 minutes before a calendar activity
  Receive a reminder email 15 minutes before a scheduled meeting or calendar event, so you never miss an important appointment.