How to Adjust Your Notification Settings in CareFunnels

Staying in the loop is crucial—but so is keeping your inbox (and your sanity) intact. CareFunnels gives you full control over how and where you receive notifications. Here’s a quick guide to customize your notification preferences.

Click the bell icon in the top-right corner of your dashboard.

From the notification dropdown, click the three-dot menu (⋮) in the top-right of the panel. Then select Notification Settings.

You’ll land on the Notification Settings page where you can toggle how you’d like to receive updates—via in-app, email, or SMS. Adjust settings for:

• Conversation Notifications (e.g., mentions, assignments)

• Task Reminders & Summaries

• Review Activity

• Calendar Integration

Use the checkboxes to fine-tune what matters to you and avoid alert fatigue.

If you're managing multiple locations or roles, repeat this process in each sub-account to tailor alerts to that specific workspace.

That’s it—notifications, your way. 🎯 Need help figuring out what’s worth alerting for? Feel free to ask!