Notifications
In the Sales CRM module of the software, you now have the capability to set up notifications that help you stay informed about customer activities and take prompt action. Please note that the CRM module is required. These CRM notifications enable you to see when a customer is active in the booking process, allowing you to take advantage of any and all opportunity.
From here, you can text, call or email your lead directly. You can open emails and respond to your customers, or you can dismiss the notification.
You can also click on the links to access the email thread, the customer profile, and the organization details.
The software only retains these notifications for 2 weeks.
Admin Access vs Workers
Admin
Notifications can populate based off of different workers and for admin. For admin notifications, this will be found in Settings -> General Preferences -> CRM Settings. You can select which notifications you wish to receive here.
Workers
For workers notifications, you will need the Workers Module for this to apply to your Workers. This will be found in Settings -> Workers, select the worker -> CRM. You can select which notifications you or your workers to receive.
Setup
Desktop
To have notifications appear on your desktop you will need to select the option for Browser Notifications in IO.
This will prompt your browser to request permission for us to send you notifications, which is required for this feature. If you are not receiving notifications as expected try resetting the notification permission on your browser and re-enabling it, from the CRM settings section in IO via the Browser Notifications option.
iOS
- Open Safari
- Navigate to IO
- Tap the “Share” Button: This is the square icon with an arrow pointing up, located at the bottom of the screen.
- Select “Add to Home Screen"
- Navigate to the newly added app on your device
- Navigate to CRM Settings in IO: From here select the Browser Notification option and allow notifications
Seeing notifications pop up on your screen within the software offers several benefits:
- Real-Time Updates: Notifications provide immediate updates on important activities and changes, ensuring that users stay informed about the latest developments without delay.
- Improved Efficiency: Instant notifications can help streamline workflows by alerting users to actions that require their attention, such as booking confirmations, payment receipts, or inventory status changes. This reduces the need for manual checks and follow-ups.
- Enhanced Customer Service: Quick notifications enables staff to respond promptly to customer inquiries and issues, improving the overall customer experience.
- Increased Accountability: Notifications can help track and document actions taken within the software, fostering accountability among staff. Admins or workers can be reminded of pending tasks, deadlines, or required approvals, ensuring that responsibilities are met promptly.
- Reduced Errors: Automated notifications can reduce the risk of human error by providing timely reminders and alerts.
- Enhanced Collaboration: Notifications can facilitate better communication and collaboration among team members by keeping everyone informed about relevant updates and changes. This helps ensure that all team members are on the same page and can coordinate their efforts effectively.
- Proactive Decision-Making: Timely notifications allow you and your workers to make proactive decisions based on current information.
- Customizable Alerts: You and your workers can often customize notifications based on yours or their preferences and roles within the company, ensuring that they receive relevant information without being overwhelmed by unnecessary alerts.
Overall, the CRM notifications within the software enhances operational efficiency, improves customer service, fosters accountability, and enables proactive management of resources and tasks.