Read system messages, open the related record and keep track of important events.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Select the bell. New messages appear at the top.
- Read the notification. Check the establishment, time and event type.
- Open the related record. Follow the link to the order, task or setting.
- Dismiss the notification. It is removed from new notifications but remains in the full history.
Check the result
The new-notification count decreases, while the event remains available in Notifications.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.