Staying updated with your business activities is essential for effective management. Plugbooks offers a customizable email notification system that allows you to choose the types of notifications you want to receive regarding your accounts and marketing updates. Here’s how you can modify your email notification settings in just a few simple steps.
Step 1: Log in to Plugbooks
Begin by logging into your Plugbooks account using your credentials. This is the first step to accessing your settings.
Step 2: Navigate to the Settings Menu
After logging in, locate the Settings menu option in the sidebar. Click on it to expand the submenu.
Step 3: Select Notification Settings
In the expanded settings submenu, find and click on Notification. This will take you to a new page dedicated to email notification settings.
Step 4: Choose Your Notification Preferences
On the Notification page, you will see various checkboxes corresponding to the types of email notifications you can receive. The options are categorized into two sections: Account Related and Marketing.
Account Related Notifications:
- When a new settlement is imported: Receive an email whenever a new settlement is uploaded to your account.
- When a settlement is sent to Bookkeeping: Get notified when your settlements are successfully sent to your connected bookkeeping software.
- When a settlement contains an error: Stay informed about any issues with your settlements to address them promptly.
Marketing Notifications:
- I want to receive marketing emails (optional): If you wish to receive updates about products, special offers, and newsletters from Plugbooks, check this box.
Step 5: Save Your Settings
After selecting your preferred notification options, be sure to click the Save Settings button at the bottom of the page. This ensures that your preferences are applied to all accounts you have access to.
Conclusion
Customizing your email notification settings in Plugbooks allows you to stay informed about your account activities and relevant marketing information. By following these simple steps, you can easily manage your notifications to ensure you receive the updates that matter most to you.
Take control of your email notifications today and streamline your Plugbooks experience!