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How to Configure Custom Notifications as a User within the Account
Configure in-app, email, and SMS notifications so you never miss important messages, tasks, and appointments in BizStackPro.
Controlling How and When Important Alerts Reach You
Users can quickly become overwhelmed when every task, message, appointment, or conversation generates notifications across multiple channels throughout the day.
BizStackPro allows each user to customize their own notification preferences for in-app alerts, email updates, SMS reminders, task summaries, and other account activity.
Poor notification settings can lead to missed follow-ups, unnecessary distractions, delayed responses, or important account activity getting buried under less urgent alerts.
This guide explains how to configure notification settings, choose the right delivery channels, manage task reminders, and organize alerts to better match your daily workflow.
Before enabling individual alerts, it helps to understand how BizStackPro separates notification types and delivery channels.
Overview
BizStackPro lets each user configure their own notification preferences inside an account. You can choose which events trigger notifications and which channels deliver them—so you stay informed without getting overwhelmed.
Best practice: Turn on in-app for day-to-day visibility, then use email and SMS only for time-sensitive items like assigned conversations, task reminders, and appointments.
Step 1: Open Your Notification Settings
- Click Settings (bottom-left in your BizStackPro dashboard).
- Select My Profile.
- Open the Notifications tab.
This screen controls notification preferences for your user profile in the current account.
Step 2: Choose Notification Channels
In the Notifications tab, you’ll typically see options for In-app, Email, and SMS. You can enable each channel per event type (conversations, tasks, calendar, and more).
In-app Notifications
- Web/Desktop: Shows in the notification bell inside BizStackPro.
- Mobile: Push notifications can be delivered via the LeadConnector app (when enabled).
Note: If you want browser alerts, make sure your browser allows notifications for your BizStackPro domain.
Email Notifications
Enable Email for any event types you want delivered to your login/primary email address (based on your user profile).
SMS Notifications
Enable SMS for urgent, time-sensitive alerts. This is especially useful for assigned conversations, task reminders, and appointment reminders (when supported).
Step 3: Configure Task Reminders & Daily Summaries
Find the Task Notifications section and configure reminders based on how you work.
- Enable notifications for tasks assigned to you (In-app, Email, SMS as desired).
- Select reminder timing (for example 15 / 30 / 60 minutes before due time).
- Enable a daily summary for tasks due today at a set time.
- Enable a daily overdue summary so old items don’t disappear.
Tip: Set your daily summary to the start of your workday so you get a clean “today list” before messages start coming in.
Step 4: Notification Click-to-Redirect
Many in-app notifications are clickable and will redirect you to the related area in BizStackPro (for example, the conversation thread, task list, or calendar screen).
Common redirect examples
- Conversation notifications: Open the relevant conversation thread.
- Task assigned/reminder: Opens your tasks view.
- Appointment notifications: Opens the calendar/appointment view.
Note: Some notification types (like certain email-only alerts) may not have a direct in-app redirect.
Step 5: Save Your Settings
After customizing your preferences, scroll to the bottom of the Notifications tab and click Save (typically in the bottom-right). Your settings apply immediately to your user profile in that account.
Stay productive without notification overload
Use in-app alerts for visibility, email for important updates, and SMS only for the truly urgent items.
Opens in a new tab.
Frequently Asked Questions
Where can I configure my notification settings in BizStackPro?
Go to Settings → My Profile → Notifications to configure your in-app, email, and SMS notification preferences.
What does Mark All as Read do?
It marks the notifications currently visible in your notifications panel as read.
How many notifications load at a time?
You can scroll through 25 notifications before the next batch loads.
What does Clear All do?
It clears the currently fetched notification records shown for your user. Those specific notifications can’t be restored after clearing, but new notifications will still appear.
Can I use different channels for different types of notifications?
Yes. You can enable in-app, email, and SMS independently for different event types.
Never miss what matters in your account
Configure notifications to match your workflow—so conversations, tasks, and appointments reach you in the right place at the right time.
In-app + email + SMS. Your choice.
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