Notification Settings: Migration Guide

The new notification settings page introduces a two-step structure:

Dashboard Selection (Receive Notifications): First, choose whether to receive notifications for All Dashboards or Only Selected Dashboards. Notifications are delivered quietly and appear in your new Notifications Feed.
Personalized Alerts: Next, toggle personalized alerts on or off for specific notification categories. Enabling personalized alerts triggers visual and optional sound alerts for selected notification types. This replaces your Visual and Sound settings.

To ensure a seamless transition, your current preferences will automatically convert into the new settings structure upon launch:

Current Setting	New Setting (Notification Center)	What Changes for You
Visual and Sound Off	Notifications enabled for All Dashboards Personalized Alerts OFF	No active chime or badge pop-ups will trigger. You can turn on personalized alerts or adjust selected dashboards at any time.
Visual and Sound On	Notifications enabled based on your current dashboard selection Personalized Alerts ON for default categories: Messages, Payments, Integrations, and Account	You will continue receiving visual and sound alerts for activity across your dashboards.
Visual On / Sound Off	Notifications enabled based on your dashboard selection Personalized Alerts ON for default categories: Messages, Payments, Integrations, and Account Sounds OFF	You will continue receiving visual alerts for activity across your dashboards without audio chime alerts.
Visual Off / Sound On	Notifications enabled based on your dashboard selection Personalized Alerts OFF Sounds OFF	Sounds are now an additional, optional setting under Personalized Alerts. You will need to enable Personalized Alerts, which will provide visual alerts, if you want to continue receiving sound alerts.

If you currently have specific dashboards selected under Visual, that same list will transfer automatically to the new settings.
If you currently have all dashboards selected under Visual, that will transfer automatically to the new settings.
If you currently don't have Visual enabled, all dashboards will automatically be enabled for receiving notifications in the new settings.

When personalized alerts are turned on, the following default categories will automatically be enabled during migration:

Messages: Alerts for incoming customer text messages.
Payments: Notifications regarding payment requests, receipts, or transactions.
Integrations: Alerts triggered by synced third-party tools (e.g., HubSpot, QuickBooks, Clio).
Account: Notifications regarding user permissions, MFA, billing, or security updates.

Optional categories like Contacts or Reviews can be toggled on manually at any time within your settings.

You can review or update your personal alert preferences at any time:

Click your Avatar Icon in the top-right corner of Text Request.
Select Profile Settings (or Notifications).
Navigate to Notifications to review your dashboard selections, category toggles, sound tones, and reminder intervals.

Once Notification Center releases, we will have additional details and explanations to help you make the most of this new feature!

The launch of our new Notification Center brings some changes to your Notification Settings. This guide provides everything you need to know to be ready for the switch.