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The Notifications page can be located on the within the Settings section on the left side bar.
Contracts Notifications
Under the Contracts section, you can enable notifications related to proposal activity.
Proposal Signed Notification
When enabled, you will receive a notification anytime a client signs a proposal. Use this setting to stay informed when Contracts are finalized so you can move forward with planning and next steps.
Payments Notifications
The Payments section controls Payment reminders and receipts sent to clients.
Payment Reminders
You can automatically send reminder emails to clients before a payment is due.
Send payment reminders
Toggle this on to enable reminders. (Events that are in booked, production, or completed status will receive this notification)Days before due date
Choose how many days before the payment due date the reminder should be sent (for example, 3 days before).Email Template
Select the email template that will be used for payment reminders.Include Event Owner on email
Enable this option if you would like the Event Owner to be copied on the reminder email.
This is helpful for reducing missed or late payments while keeping internal staff informed.
💡 Note: Payment reminders use Email Templates. Be sure you’ve created or updated your email template before enabling payment reminders.
Learn more in our Templates - Email article.
Email Receipts
Send an emailed receipt to the customer when a payment is made in the portal or a refund is issued (Event Owner will be CC'd)
When enabled, clients will automatically receive a receipt email anytime:
A payment is successfully made through the client portal
A refund is issued
This ensures clients have a clear record of their transactions without manual follow-up.