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Customer notifications

Choose customer notifications

Pick which emails and WhatsApp messages your customers and you get, and see each one before it goes.

Steps

  1. Open Notifications in the side menu and click Notification settings (also in Settings → Notifications).
  2. The top shows whether your own email is set up and WhatsApp is connected. Without them, the switches show Set up email first or Connect WhatsApp first.
  3. Each message has an Email and a WhatsApp switch. Turn on the ones you want. Rows marked Always on are kept on by Saathi360.
  4. Tap the eye to see the message exactly as it is sent. WhatsApp can be seen in English, Hindi or Telugu.
  5. To use your own email wording, open the preview, tap Write your own text, add the {placeholders} and Save. Send a test to me shows it in your inbox.
  6. Bills & documents you send (bills, quotations, statements, LRs, payslips) go only when you tap Send: no switch. 24-hour rule: Official WhatsApp sends it only to people who messaged you in the last 24 hours.

Good to know

WhatsApp wording stays fixed so Meta keeps approving it. For a different message, tap Need a custom message? on the WhatsApp page.
Emails go only from your own business email, and WhatsApp only from your own connected number. Add your email in Settings → Email Sender and connect WhatsApp in Settings → WhatsApp.
New automatic messages (trip updates, rent reminders, hotel bookings) start off: nothing goes until you switch it on. Blood bank and society rows are the same switches as in their own settings.
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