🔔 Understanding Notifications in Client Hub (Client Users)

Client users can stay updated and never miss a message or task.

Client Hub sends notifications to help you stay on top of messages, requests, and reminders from your accountant or bookkeeper. Here’s how notifications work:

📥 A. Conversation Activity

When your accounting firm sends a message or uploads a file, it will appear in your conversation.

You may see:

✅ Blue Unread Indicator next to the workspace name

📌 This indicator shows unread messages and is separate from notifications.

You may also receive:

✅ Mobile Notification (if notifications are enabled for the Client Hub app on your device)
✅ Email Notification (if the message has not yet been viewed in Client Hub)

📱 Mobile notifications are managed through your device’s notification settings, not within Client Hub.

💡 Messages appear in real time within Client Hub, so you can respond without switching to email.

📋 B. Client Task Activity

When your accountant assigns a new Client Task or sends a reminder, you’ll receive a notification.

You may receive notifications through:

✅ Notification Bell at the top of your Client Hub dashboard
✅ Mobile Notification
✅ Email Notification (if you haven’t already viewed the task)

📥 Reminders help keep things moving so your accountant can complete work on time.

🔔 How Notifications Work

Notifications are triggered by new or updated activity that has not yet been viewed
Once you open and view the message or task, additional notifications for that activity may not be sent
Email notifications may be grouped into periodic summaries rather than sent individually

👁️ Notifications vs Read Receipts

Notifications and read receipts serve different purposes:

Notifications alert you when something new requires your attention
Read receipts (Seen by / Viewed by) show who has opened or viewed a message

Opening a message may stop further notifications from being sent, but read receipts are displayed separately within the conversation.

✅ Helpful Tips for Managing Notifications

Make sure notifications are enabled on your mobile device for the Client Hub app
Use the blue unread indicator and Notification Bell to quickly identify items that need attention
Check your email inbox for summaries if you’re not logged into Client Hub

📌 When you open the Notification Bell, messages are not automatically marked as read. Use the checkbox at the top of the list to Mark All as Read.