Choose how Tidyflow notifies you

Tidyflow notifies you in two places: the Inbox in the firm app, and by email. New mail arriving in a connected inbox can also raise a desktop notification, so you see it when Tidyflow is closed or sitting in another tab. These work on a phone too, through the Home Screen web app.

Your notification settings are personal. Changing them affects only you, not the rest of your team.

Where to change your notifications

Go to Settings > Notifications.

The page has two parts:

• Desktop notifications decides whether new inbox email also appears as a notification from your browser
• Notification types decides which events Tidyflow emails you about

Choose which events notify you

Under Notification types, turn individual events on or off, then click Save. Each switch controls whether Tidyflow emails you about that event. The events cover:

• Jobs: a Job assigned to you, a new comment, a comment that mentions you, a Job reminder, and a Job being completed
• Client requests: a client completing a request or changing an answer after finishing, a document approved, changes requested on a document, and a reminder chase that has stopped
• Files: a file uploaded by a contact, and a file sent through a client upload link
• Proposals: a proposal expiring without being accepted
• Bookings: someone booking, moving or cancelling a meeting on a booking link you host
• Agent teammates: an agent asking you a question, finishing a session, or stalling, when agent teammates are available in your workspace

One switch is different: New inbox email controls desktop notifications rather than email, described below.

To be notified about a particular client’s activity rather than a type of event, follow the client instead. See Follow a client and get notifications.

Turn on desktop notifications

Desktop notifications cover new email arriving in a connected inbox. No other notification type uses them.

1. Go to Settings > Notifications
2. Under Desktop notifications, decide whether to keep Notification previews ticked
3. On the This browser row, click Enable
4. Allow notifications when your browser asks

Each device is enabled separately, so turning them on for your laptop does not turn them on for your desktop. Enabled devices are listed by name, and you can click Revoke to remove any of them. On the device you are using, click Send test to confirm notifications arrive, or Disable to turn them off.

Two settings control what the notifications show and which mailboxes raise them:

• Notification previews shows the sender and subject in the notification itself. Untick it before enabling a device if your screen is visible to others, and the notification will say only that mail has arrived.
• Shared inboxes decides which shared mailboxes may notify you. Click Manage to choose them. Use it when you can see several mailboxes but only own the work in one.

If desktop notifications do not arrive

Check these in order:

• The device is not enabled. Each browser on each machine is separate, and clearing your browser’s site data removes the permission.
• Notifications are blocked. The This browser row says so. Check the site permissions in your browser, and then the notification settings of the operating system itself, which can suppress a browser that is otherwise allowed. Then click Check again.
• Your browser does not support them. The page says so directly when this is the cause.
• You are on an iPhone or iPad. Tidyflow must be added to your Home Screen first. Apple does not allow notifications from an ordinary Safari tab. See the section below.
• The mail was not eligible. Only new mail in a connected inbox raises a desktop notification, and only from the shared mailboxes you selected.

Notifications on your phone

You can get these notifications on an iPhone or iPad, but through the Tidyflow web app rather than the App Store app.

1. Open Tidyflow in Safari on the device
2. Use the share menu and choose Add to Home Screen
3. Open Tidyflow from the new Home Screen icon
4. Go to Settings > Notifications and click Enable on the This browser row

Notifications then arrive like any other app’s. On Android, adding Tidyflow to the Home Screen works the same way, though Chrome can also notify you without it.

The App Store and Google Play apps are separate and do not send notifications yet. Using them alongside the Home Screen web app is fine, and the web app is what will notify you. See Use the Tidyflow mobile app.