Set Up Your Notification Preferences

Vendi Today can alert you the moment something needs your attention — a new message, an assigned task, an upcoming appointment, or a new review. You control exactly which events notify you and how.

Where to find notification settings

1. Click Settings in the left-hand menu.
2. Select My Profile.
3. Open the Notifications tab.

Everything here is personal to your login — changing your preferences never affects what your teammates see or receive.

What you can get notified about

Notification settings are grouped by area of the platform:

• Conversations — new messages, conversations assigned to you, updates on conversations you're following
• Tasks — new task assignments, due-date reminders, a daily task summary
• Calendar — new bookings, appointments assigned to you, upcoming appointment reminders
• Reviews — new reviews coming in from connected platforms like Google or Facebook

Choosing how you're notified

For each notification type, pick one or more delivery channels:

• In-App — a badge/alert inside Vendi Today while you're logged in
• Email — sent to the email on your profile
• SMS — sent as a text message

Channels work independently, so you can mix and match — for example, SMS only for calendar reminders, but in-app and email for conversations. Turn off any combination you don't want.

Steps to configure

1. Go to Settings → My Profile → Notifications.
2. For each event type, check the delivery channels you want to receive it on.
3. Uncheck anything you'd rather not be alerted about.
4. Click Save to apply your changes.

A note on visibility

If your role is limited to Assigned Data only, you won't receive alerts for leads or conversations that haven't been assigned to you yet — you'll only be notified about items already tied to your account. If you're not seeing notifications you expect, check with your account admin that you've been given access to the right data and that your role includes the notifications you're trying to enable.