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Roles - Appointment and Account Watcher

How LSC Administrators become account or appointment watchers to get notifications on activity in Boostlingo.

Written by Quinn Bott

Administrators can "watch" accounts or individual appointments to receive notifications about them.

Become an account watcher

  1. As an LSC Administrator, go to Members > Accounts and select the account you want to watch.

  2. In the Account details panel, under the account's name, select "Start Watching" (or "Stop Watching" to stop).

Become an appointment watcher

  1. In the Appointments module, select the appointment you want to watch.

  2. In the Appointment Viewer, under the appointment subject, select "Start Watching" (or "Stop Watching" to stop).

Note: An appointment watcher only receives notifications if they're also set up as a watcher at the account level. To enable an account watcher, go to Members>Accounts, open the account, and select "Start Watching" in the Account details panel.

Tip: An Appointment Watcher can choose which notifications are sent while watching. See Notifications - Setting Role Recipients

Next steps / Getting more help

For LSC admins: if watcher notifications aren't arriving, confirm you're watching the right account or appointment and that the Watcher role is set as a recipient, then reach out to Boostlingo Support. If you're unsure how to reach Support, contact your Account Manager.

See also

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