Staff notifications & the owner brief
Keep your team informed automatically about new bookings, cancellations, reviews and the waitlist, without anyone refreshing the calendar.
The notification bell#
The bell at the top of the console shows new activity. Click an alert and choose View to open it, or Mark all read.
Open the bell's Notification settings to choose what appears: New bookings, Customer cancellations, New reviews, Waitlist requests and general notifications from Lorenly. For each one, pick In-app, Email or both. Email copies go to your business email address.
Emails to the team#
In Settings → Notifications, the Automatic messages section has a To your team part. Switch on or off, for example:
- New booking: emails the assigned team member about each new booking.
- Booking note: emails them when an internal note is saved on their booking.
- Copy of booking alerts, Copy of cancellation alerts and the other copies of the bell alerts.
- New review received and Form submitted, sent to the business address.
The owner brief#
The Owner brief is a short summary email with the day ahead and yesterday's results: appointments, expected revenue, load per team member, completed visits, no-shows, cancellations and new clients.
- In Settings → Notifications, go to Owner brief.
- Under Send the brief, choose Daily or Weekly (or Off). The weekly version recaps the last 7 days and the week ahead; pick its Day of the week.
- Choose the hour under Send at, in your local time.
- Enter the address under Send to, or leave it blank to use your business email.
On the phone#
Team members using the mobile app can get push notifications for their own activity, see Push notifications & activity alerts.
Messages to clients are separate, see Confirmations, reminders & follow-ups.