Notifications
Notifications
Stay on top of everything important. GoRefer sends timely, relevant notifications so your team never misses a beat.
In-App Notifications
The notification bell in the top navigation shows all recent activity relevant to you. Click any notification to jump directly to the related record.
- Real-time notifications for new referrals, status changes, and payments
- Unread count badge on the notification icon
- Mark all as read with a single click
- Notification history scrollable in the panel
- Click any notification to navigate directly to the context
Email Notifications
Important events trigger email notifications so you're informed even when you're not on the platform.
| Event | Who Gets Notified |
|---|---|
| New referral submitted | Assigned preparer, admin |
| Referral status changed | Referring preparer, admin |
| Commission earned | Preparer |
| Payout processed | Preparer |
| New intake submission | Assigned preparer |
| Appointment booked | Preparer, client |
| Appointment reminder | Preparer, client |
| Competition winner | Winner, all participants |
| Challenge completed | Preparer |
| New team member joined | Admin |
Notification Preferences
Each user can customize which notifications they receive and through which channels (in-app, email, or both).
- Toggle individual notification types on or off
- Choose in-app only, email only, or both for each type
- Set a "quiet hours" window where email notifications are batched
- Daily digest option for lower-urgency notifications
Admin Notification Controls
Admins can configure platform-wide notification settings and override individual user preferences for critical alerts.
- Set required notifications that users cannot turn off (e.g., security alerts)
- Configure email templates for all platform notifications
- Preview notification emails before sending
- Notification delivery log for troubleshooting