Team notifications keep you and your staff on top of bookings, payments, guide assignments, and permits. They go to the users in your organization. Here's every team notification, grouped by what it's for. To edit or turn one off, click your organization name at the top of the left sidebar, click Notifications, then open the Team tab.
Online Bookings
Notification | When it's sent | What you can change |
Online Checkout Completed | A client books and pays online | Turn off only |
Booking Request Received | A client sends a booking request online | Edit · Turn off |
Abandoned Checkout | A client starts online checkout but leaves before paying | Edit · Turn off |
Abandoned Checkout sends 10 minutes after the client leaves, and only if they haven't finished checkout by then.
Payments
Notification | When it's sent | What you can change |
Deposit Paid on Booking | A client pays their deposit | Turn off only |
Full Balance on Booking Paid | A client pays their final balance | Turn off only |
Booking Payment Made | A client makes any other payment on a booking | Turn off only |
Booking Payment Failed | A client's card or ACH payment doesn't go through | Edit · Turn off |
Customer Requesting to Pay with Alternate Payment Method | A client asks from their invoice to pay another way than card or ACH | Turn off only |
Unpaid After Payment Reminders | A booking is still unpaid after all its deposit or final payment reminders have gone out (morning email to Admins) | Edit · Turn off |
Booking Payment Failed includes the reason from the payment processor and a link to the booking, so you can retry or follow up. See Booking Payment Failed Team Notification.
Unpaid After Payment Reminders goes only to Admins and lists each unpaid booking with what's paid, overdue, and remaining, plus a link to the booking. See Unpaid After Payment Reminders Team Notification.
Guide Assignments
Notification | When it's sent | What you can change |
Guide Assignment Accepted | A guide accepts a trip request | Edit · Turn off |
Guide Assignment Declined | A guide declines a trip request | Edit · Turn off |
Guide Assignment Request Expired | A trip request expires without an answer | Edit · Turn off |
Trip Approaching Warning Pending Request | An upcoming trip still has a request waiting on the guide | Edit · Turn off |
Trip Approaching Warning Unassigned | An upcoming trip has no guide | Edit · Turn off |
Auto Assign Failed | A guide couldn't be assigned automatically to an online booking | Turn off only |
Shared Trip Schedules
Notification | When it's sent | What you can change |
Guide Answered a Shared Trip Schedule | A guide accepts or declines a whole run of shared trips | Edit · Turn off |
Shared Trip Schedule Requests Expired | A guide never answers a run of shared trips and the requests expire | Edit · Turn off |
Each lists every shared trip in the schedule in one message instead of one per shared trip. See How to Schedule Shared Trips.
Trip Managers
Notification | When it's sent | What you can change |
Manager Assigned to Trip | Someone is made Trip Manager of a trip | — |
Manager Unassigned from Trip | A Trip Manager is switched or removed | — |
These go only to the Trip Manager involved, with a link to the trip.
Daily Summaries and Alerts
Notification | When it's sent | What you can change |
Daily Outfitter Summary | Every day, covering missing guide reports, unassigned trips, and recent bookings | Edit options · Turn off |
Daily Location Usage Permit Compliance Summary | A location has used up or gone over its permit usage limit | Turn off only |
Missing Outfitter Permit Alert | A guide reports a trip in a permitted area with no active permit on file | Turn off only |
Client Email Bounced Alert | An email to a client can't be delivered | Turn off only |
Daily Location Usage Permit Compliance Summary is off by default. Once on, it only sends when a location needs attention.
Missing Outfitter Permit Alert most often shows up at the start of a season, before the year's permits are set up.
Good to know
Some team notifications are email only: Missing Outfitter Permit Alert, Daily Outfitter Summary, Daily Location Usage Permit Compliance Summary, Client Email Bounced Alert, Auto Assign Failed, Unpaid After Payment Reminders, and both Trip Manager notifications. For the others, use the Send via dropdown on the Team tab to choose Email, SMS, or both.
"—" means the notification always sends and its wording can't be changed.
Each team member can choose what they get. Team members can turn individual notifications off for themselves without changing them for your organization. See Customize Your Notification Preferences as a Team Member.