IMPORTANT NOTE
IMPORTANT NOTE
The Notification Center is your OWN PERSONAL Notification Center. No other Admin User shares that particular Notification Center.
All the following notifications will be deleted after 60 days:
SMS Text Messages
Documents
All the following notifications will be deleted after 120 days:
Activities
Invoices
Step 1 - Notification Icon
To start, click on the bell icon in the upper-right corner:
A number in a red bubble will show how many UNREAD notifications you currently have. NOTE: These are YOUR notifications, not any other Admin user.
Step 2 - Notification Settings
If this is your first time setting up notifications, click "Check Notification Settings." If not, click the settings button on the right of "Notifications."
Step 3 - Select Notifications
A new window will open where you can do the following:
Email Digest
The period to be notified (every 30 minutes, 2 hours, or 6 hours).
Settings
Choose which notifications (notification in the Notification Center and/or email) you want to be sent to you from the following:
Activity
Choose from the list of default and/or custom Activities under Enrollee Activities, Instructor Activities, and Class Activities.
Documents
Choose completed and/or incomplete E-signature and/or Required Documents.
Invoicing
You will be notified of all invoices made.
SMS (Text)
You will be notified of all texts sent and received.
Click Save, and you're done! Now you can click on the Notifications you want to view.
What You Can View under Notifications
The following is the information you can view under each Notification category:
Activity
Under the Activity category, you can see the following information:
Activity Posted date and time
The name of the Enrollee the Activity was posted to
The name of the Activity
The Class the Activity was posted to
The person who posted the Activity
A button to view the Enrollee's Timeline (to view all Activities for that Enrollee)
A "Dismiss" button to dismiss the notification
Documents
Under the Documents category, you can view the following:
The type of Document (Required or E-sign)
The name of the Enrollee the Document is for
The name of the Document
Whether the Document is Incomplete or Complete (depending on which setting you marked)
For E-signature Documents, a "Send Reminder" button sends a reminder to sign the Document. NOTE: Only push this once per hour. Also, the Signer can only sign the MOST RECENT email sent
For Required Documents that require the Account Holder to upload a Document, there will be a "Download File" button
A "View" button that directs you to the Documents page where that Document
A "Dismiss" button to dismiss the notification
Invoicing
Under Invoicing, you will be able to view the following:
All Enrollsy-generated Invoices
The date the Invoice generated
"View Invoices" button to view all Invoices to that particular Account
A "Dismiss" button to dismiss the notification
SMS/Texting
Under SMS, you can view all received text messages, including the following:
The name of the Account Holder (or the number received from and "sender unknown" if the sender is not in the system)
The time of the text
A "Respond" button where you can respond right there
A "Dismiss" button to dismiss the notification
