For agencies🔔 Notifications & Messaging
Choose which emails your agency sends
Turn any email your agency sends on or off, and set reminder timing, from one screen.
Every email your agency sends goes out from your connected email address, and Manage Sent Emails is the one place to switch each one on or off. The emails are grouped by who gets them: your interpreters, your customers and requestors, and your own team. Changes save as soon as you click.
Step by step
- 1Open Agency Settings from the sidebar, then the "Operations & Alerts" tab, then "Manage Sent Emails".
- 2Find the email under To interpreters, To customers and requestors, or To your team.
- 3Tick the box beside it to switch it on, or clear it to switch it off. The row reads On or Off, and your change saves right away.
- 4On the Day-before reminder row, pick the hour the reminder goes out. It uses your agency's time.
- 5On the Overdue invoice reminders row, enter the days past the due date when a reminder goes out.
- 6On the Assignment confirmation row, choose whether to show the consumer's name on confirmations.
Tips
- Switching an email off stops the email only. In-app notifications and texts are set separately.
- Rows marked "Only sent when someone clicks Send" have no switch, because they only go out when a person sends them.
- Turning Assignment confirmation off also hides the confirmation Send buttons everywhere.
- Change what an email says in Notification Templates or Invoice Email, and the address it comes from in Email Sender.
- Interpreters can turn off the emails they get in their own Account Settings. Some customer emails, like cancellation and overdue notices, also have to be switched on for each customer, on the customer's Notifications tab.
- This screen needs Settings access at the Manage level.
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