User Communication Preferences allow Office Users to receive automated notifications outside of the platform informing them about particular events that occur within your company's Workpath account. 

To update a User's Communication Preferences, click on their name from the Users page. Then, scroll to the bottom of their profile and expand the Preferences tab. Select each notification type that you'd like them to receive:

Options:

Invitation 

  • Receive an email when an invitation is accepted or declined.

Appointment Cancelled

  • Receive an email when an appointment is cancelled.

Appointment Time Change 

  • Receive an email when the time or day of an appointment has changed.

Service Request 

  • Receive an email when a new service request form is submitted.

Appointment Escalation

  • Receive an email when an appointment turns purple. An appointment is escalated to a higher priority (turns purple) if it is set to happen within 24 hours and a Mobile User hasn't yet accepted it OR if a Mobile User, based on their GPS location, is going to be 30+ minutes late to the appointment.

For Labor Providers - Direct Appointment

  • Receive an email when a Partner of your organization sent an appointment to your organization directly.

Tag Expiration 

  • Receive an email when a Tag expires on a Mobile User.

Dropped Appointment Logic

  • Receive an email when a Mobile User drops an appointment from the Workpath mobile app.

Appointment Claimed

  • Receive an email when an appointment reaches 'claimed' status. Only applicable if working with third party labor providers.

Appointment Accepted

  • Receive an email when an appointment reaches 'accepted' status.

Appointment Complete

  • Receive an email when an appointment reaches 'complete' status.

Published Appointment Call

  • Receive an automated phone call from Workpath when a new appointment is published to you. Only applicable to Mobile Users.


Be sure to click Save User when you're finished. 


Additional questions about User preferences? Chat with us!

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