Notifications
Choose who on your team gets alerts by email or WhatsApp when Una saves a record.
On this page
When saving a record for your team, Una can alert the right people by email or WhatsApp. You choose who gets what.
Select your agent in the sidebar and click Agent Settings, then Notifications.
Each tab on this page is one of your Records tables, such as Escalations (guests who need a person) or Leads (potential guests to follow up with). Each tab has its own recipients.
Setting Up Alerts
Open a tab and follow one of these:
You can use both on the same tab. An alert goes out only when its switch is on and at least one recipient is listed.
Weekly and monthly report emails are a personal setting. See Personal Account Settings.
Who Changes What
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You: switch alerts on or off and manage recipients. You need the Owner or Admin role. A Readonly member sees the same controls, but their changes aren't saved.
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The Polydom team: adds, renames or removes tables and changes what Una saves in them. Contact them if different requests should go to different people.
With Apaleo, emails about bookings and cancellations are set up separately. See Una with Apaleo.
Troubleshooting
There is no Notifications tab. Your agent has no tables yet. Contact the Polydom team.
No alerts arrive. Check that the switch is on in the right tab, that a recipient is listed, and that you clicked Save.
A guest request didn't create an alert. Una saves a record only when a request fits one of your tables. Check Records and the conversation. If requests of that kind should be saved, ask the Polydom team to adjust the table.