Understanding The Email Notification Feature

Take control of your email alerts when a client takes action: booking appointments, sending messages, or sharing files with you.

Customize your notification preferences effortlessly. Choose to receive tailored updates or stay in the loop with everything. It's all at your fingertips with this feature!

How do I receive email notifications for new appointments only?

Mobile Users

  1. Start the app.
  2. Click on the Menu icon, on the top left corner.
  3. From the menu click “Settings”.
  4. Click "Email".
  5. Select "New appointment" to enable this option.

Web Users

  1. Open www.kounsel.io page.
  2. Click “Login” on the top right corner.
  3. From the home page, click “Settings”.
  4. Click "Email".
  5. Select "New Appointment" to enable this option.

Pro Tip: Want to stay in the loop about your appointment updates? Sure, you can choose to get emails only when your appointment status changes by enabling "Appointment Status Update."

However, we strongly recommend going for the "New Appointment" option instead! With this, you'll be the first to know when a brand-new client schedules an appointment with you. Stay ahead of the game – opt for "New Appointment" today! 🚀

How do I receive email notifications for all messages?

Mobile Users

  1. Start the app.
  2. Click on the Menu icon, on the top left corner.
  3. From the menu click “Settings”.
  4. Click "Email".
  5. Select "All Message" to enable this.

Web Users

  1. Open www.kounsel.io page.
  2. Click “Login” on the top right corner.
  3. From the home page, click “Settings”.
  4. Click "Email".
  5. Select "All Message" to enable this.

How do I receive email notifications for files shared by clients?

Mobile Users

  1. Start the app.
  2. Click on the Menu icon on the top left corner.
  3. From the menu click “Settings”.
  4. Click "Email".
  5. Click "File Share" at the bottom to enable this option.

Web Users

  1. Open www.kounsel.io page.
  2. Click “Login” on the top right corner.
  3. From the home page, click “Settings”.
  4. Click "Email".
  5. Select "File Share" at the bottom to enable this option.