Trade Booking Notifications
Stay informed when your trade partners make bookings. Setting up notifications ensures you never miss a sale and can respond quickly to partner activity.
Types of trade notifications
Booking notifications
New Booking — when a partner makes a booking
Booking Modified — when a booking is changed
Booking Cancelled — when a booking is cancelled
Booking Confirmed — when a pending booking is confirmed
Partner notifications
New Partner Request — when someone wants to partner with you
Partner Accepted — when an invited partner joins
Contract Expiring — when a contract is about to expire
Financial notifications
Commission Due — when commissions are ready for payment
High-Value Booking — when a booking exceeds a threshold
Weekly Summary — regular digest of trade activity
Setting up notifications
Access notification settings
Go to Trade from the main menu
Click Settings in the hub menu
Select Notifications
Configure your preferences
For each notification type, choose:
Email — receive an email notification
In-App — see notification in Launchpad
Push — receive mobile notifications (if enabled)
Off — don't receive this notification
Set notification recipients
Choose who receives trade notifications:
In Notification Settings, click Recipients
Add team members who should be notified
Assign specific notification types to specific people
Click Save
Example:
Sales manager receives all new bookings
Finance team receives commission notifications
Owner receives high-value booking alerts
Configuring booking alerts
Instant notifications
Get notified immediately:
Toggle Instant Notifications to on
Choose which booking events trigger alerts
Select notification methods
Daily digest
Receive a summary instead of individual notifications:
Toggle Daily Digest to on
Choose the delivery time
Select what to include:
- New bookings - Booking changes - Partner activity
High-value booking alerts
Get special alerts for large bookings:
Enable High-Value Alerts
Set your threshold (e.g., bookings over $1,000)
Choose who receives these alerts
Notification channels
Email notifications
Receive detailed emails:
Booking reference and details
Partner information
Customer details
Booking value and commission
Direct link to view the booking
In-app notifications
See alerts in Launchpad:
Notification bell shows unread count
Click to see notification details
Mark as read or take action
Mobile push notifications
If you have the mobile app:
Enable push notifications in app settings
Trade notifications appear on your device
Tap to open the booking in the app
Managing notification overload
Filter by partner
Only get notifications from specific partners:
Go to Notification Filters
Select By Partner
Choose which partners trigger notifications
Filter by product
Only get notifications for certain products:
Go to Notification Filters
Select By Product
Choose which products trigger notifications
Quiet hours
Pause notifications during off-hours:
Enable Quiet Hours
Set your quiet period (e.g., 8pm - 7am)
Notifications are held until quiet hours end
Team notification settings
Assign notification roles
Different team members can receive different notifications:
Role | Notifications |
Sales | New bookings, modifications |
Operations | Upcoming departures, changes |
Finance | Commissions, high-value bookings |
Management | Weekly summaries, partner requests |
Shared inbox
Send notifications to a shared email:
Go to Notification Recipients
Add a shared email address
Select which notifications go there
Tips for effective notifications
Start broad, then refine — begin with all notifications, then adjust
Use digests for volume — if you get many bookings, use daily summaries
Set up high-value alerts — never miss important bookings
Assign to the right people — ensure notifications reach those who can act
Review regularly — adjust settings as your business grows
The right notification settings keep you informed without overwhelming your inbox.
