Notifications

Staff & Administration

What it does

Notifications keep staff and members informed of important events the moment they happen — a commission earned, a lead assigned, a free visit booked, an agreement waiting to be signed — through an in-app bell with an unread badge, email, and push to the phone where it's configured. Nobody has to watch everything by hand; the alert reaches the right person in the right place.

Key concepts

• Staff notification bell — appears in the staff portal top bar and shows the logged-in staff member's own notifications, with an unread count badge.
• Member notifications — land in the notification center of the member app, scoped to that member.
• Channels — in-app (instant), email (via Resend), and push to devices (via Firebase where the brand has configured it). A disabled type is neither recorded nor sent.
• Per-brand toggles — each notification type can be turned on or off per brand in Settings.

Main tasks

Read your notifications (staff)

1. Open the bell in the top bar; the badge shows the unread count.
2. Click a notification to mark it read and jump straight to the relevant page (commission → the commissions report, lead → CRM).
3. Use Mark all read to clear the badge.

Sales-team notifications

• Commission earned — the rep is notified the moment a commission is posted on an activated membership sale.
• Commission paid — the rep is notified when a payout containing their commission is marked paid.
• New lead assigned — the rep is notified when a lead is assigned, escalated, or captured to them.

Member notifications

• Free visit booked — the lead gets a notification (and email) confirming their trial-visit appointment.
• Sign your membership agreement — after buying a membership and the agreement is generated, the member is prompted to review and sign it in the app.
• Membership frozen / renewed and other membership events also arrive in the notification center.

Tips

TIP

Every staff user is linked to one employee record, so notifications are routed per person automatically — a rep sees their commissions and leads, a manager sees their escalations.

INFO

Time-based notifications (e.g. an overdue lead follow-up) rely on the daily scheduled jobs. The event-driven ones (commission, assignment, visit, agreement) arrive instantly with no extra setup.

Related modules

Lead Management · Sales Commissions · Agreement Generation · Member App