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Upmind is designed for immediate use with minimal setup, so we include pre-generated notifications for the most common business needs. You can disable or replace them in the admin area from Settings > Actions under Automation.
Settings > Automation > Actions
Because Upmind is designed to work immediately, with little configuration required, we pre-generated some notifications that we think are important for most businesses. All pre-generated templates are highlighted as Default.
Default templates

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Template list

Here is a full list of default notifications:

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Client email notifications

These are sent to clients. Message contents will vary based on whether you’ve enabled the client login feature on the Client overview page. Example: Users without accounts won’t see login prompts for invoice payments.
  • Account created
  • Password reset
  • Order confirmation
  • New invoice created
  • Invoice overdue
  • Payment received
  • Cancellation request received
  • New ticket opened
  • New ticket reply

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Staff email notifications

  • New client
  • New order placed
  • Invoice paid
  • New cancellation request
  • New ticket opened
  • New ticket reply

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WebSocket notifications

These are pre-configured real-time popups or updates in the Upmind app on active events for staff and clients, which can be customised as needed.