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How to Edit the Notification Settings of an Existing Staff Member

This guide shows Owners and Admins how to edit a Staff Member's notification preferences, explains each staff notification, and how permissions affect what staff can receive.

Written by Costa Bontioti

📝 Overview

Owners and Admins can change the notification settings of any Staff Member at any time, so each person only receives the emails that are relevant to their role. Staff Members can also manage their own notifications.

This guide shows you how to edit another Staff Member's notification preferences, explains what each staff notification is for, and covers how permissions affect which notifications a Staff Member can receive.

💡 Looking to change your own notifications instead? Go to My Account ➜ Notifications, or see how to update your notification preferences here.


🔔 Editing a Staff Member's Notifications

Notification preferences for each Staff Member are managed from the Staff section of your Business Dashboard. Changes take effect straight away, and the Staff Member will start or stop receiving the notifications you choose.

  1. Go to Staff ➜ Staff Management.
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  2. Click Options next to the Staff Member's name ➜ Edit Notification Preferences.
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    Options menu next to a Staff Member

  3. Toggle each notification on or off.
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    Toggling notifications on and off

📋 Staff Notifications Explained

Each staff notification is an email sent to that Staff Member when something happens in your account. Use the summaries below to decide which ones each person should receive.

Click the arrow to learn more about each staff notification

Memberships & payments

  • Membership: Purchased is sent when a customer purchases a membership. Turn this on for anyone who needs to know when a customer signs up to a membership.
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  • Membership Upgrades is sent when a customer upgrades their membership.
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  • Membership Cancellations is sent to your team when a customer cancels their membership. This is a staff alert only, and customers do not receive a cancellation email.
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  • Membership: Failed Payment – 1st Attempt is sent on a customer's first failed payment attempt and includes their upcoming registrations, so you can follow up before their next visit. It is only available to Owners, Admins, and Instructors with the revenue permission.

💡 Membership notification names follow your account's terminology. For example, if you call memberships "class passes", the purchase notification is shown as Class Pass: Purchased.


Customers

  • New customer signups are sent when a new customer creates an account with your business. If they signed up with a referral code, the referral details are included in the email.
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  • Customer form submissions are sent each time a customer submits a form. Each Staff Member can choose to receive all forms, only selected forms, or all forms except selected ones.

💡 See the guide on form notifications here, and the guide on referral notifications here.


Class registrations

  • Individual class registrations are sent when a customer registers for a single class.
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  • Multi-class registrations are sent when a customer registers for several classes at once.

⚠️ For an Instructor to receive class registration emails, they need either the Manage All Sessions or Manage Sessions They Instruct permission.


Product updates

Staff Members can also choose whether to receive product updates and setup tips.


🔑 How Permissions Affect Notifications

The notifications available for each Staff Member depend on their staff permissions. A Staff Member will only see notifications related to the areas they have access to.

🧠 Example:

An Instructor who only has permission to manage their own classes will only see, and receive, notifications related to the classes they teach. They will not see notifications related to customers.

💡 If a Staff Member needs a notification they cannot see, review their permissions first. See how to edit staff permissions here.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

How can a Staff Member be notified when a customer signs up to a membership?

Click the arrow to see the answer

Turn on the Membership: Purchased notification for them. The Staff Member can do this themselves from My Account ➜ Notifications, or an Owner or Admin can do it on their behalf from Staff ➜ Staff Management ➜ Options ➜ Edit Notification Preferences.

If the option is not shown, check the Staff Member's permissions.

Who can edit another Staff Member's notifications?

Click the arrow to see the answer

Owners and Admins can edit notification preferences for any Staff Member. Each Staff Member can also update their own preferences from My Account ➜ Notifications.

Why can't I see a notification option for a Staff Member?

Click the arrow to see the answer

The options shown depend on that Staff Member's permissions. For example, the failed payment notification only appears for Owners, Admins, and Instructors with the revenue permission.

Update their permissions if they need access to a notification that is not shown.

Can I send staff a reminder before or after a class?

Click the arrow to see the answer

Yes, but these are set up separately from notification preferences, under Communications ➜ Notifications ➜ Event Registrations: Emails to Instructors + Staff.

💡 See how to create a pre or post-class notification for your staff here.

How do I stop all emails for a Staff Member?

Click the arrow to see the answer

Follow the steps above and toggle off each notification for that Staff Member.

💡 See the guide on disabling notifications here.

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