Introduction
GydeOS notifications help you stay up to date on key client activity and meeting updates. You can view unread and read notifications directly in the Notifications panel, and you can customize how you receive notifications through your Notification Preferences.
How to View Notifications
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Notifications panel
From the left-hand side navigations panel, select Notifications to open the Notifications panel.
By default, notifications appear under the Unread tab so you can quickly see what needs attention. Click the Read tab to view notifications you have already reviewed.
How to Edit Notification Settings
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account and open the GydeOS platform.
Step 2: Navigate to the Notifications panel
From the left-hand side navigations panel, select Notifications to open the Notifications panel.
Step 3: Select the gear icon to open Notification Preferences.
Click the gear icon in the top right of the Notifications panel to open your notification preferences.
Step 4: Update your preferences.
Each notification type is a row, and each row has a switch for every way we can reach you:
In-app — the alert appears in the Notifications panel inside GydeOS.
Email — the alert is sent to your email address.
SMS — the alert is texted to you.
Changes save as soon as you flip a switch — there's no separate save button.
Not every notification is available on every channel. Where a switch is greyed out, that notification simply isn't sent that way, so there's nothing to turn on or off. Your Daily Recap, for example, is a text message only.
Notification Types (What you can toggle)
Depending on your role and what's enabled for your agency, you may see:
Meetings
When a meeting is scheduled for you.Meeting Cancelled
When a meeting is cancelled.Meeting Rescheduled
When a meeting is rescheduled.Meeting reminders
Before an upcoming meeting with a client. Email and SMS only.Escalation
When Gia hands a client to you. See Managing Escalations & Handoffs.Needs assessments
When a client completes their needs assessment.Renewals
When a client responds to their renewal outreach.Daily Recap
Your morning brief of meetings and escalations. SMS only.Toggle all
Turns every notification type on or off at once for one channel. It only touches the rows that actually use that channel.
Needs assessments and Renewals appear once the renewals tools are switched on for your agency, and Meeting reminders appears once reminders are enabled. If you don't see a row, that feature isn't turned on for you yet.