Notifications and reminders
Control in-app alerts and WhatsApp reminders for payments, follow-ups, and other events you do not want to miss.
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Asha Reddy · Bengaluru · sales@demo.tibook.in
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How this looks in TiBook
How to
- 1Open Settings → Notifications.
- 2Review channels — in-app bell, email where available, and WhatsApp reminders if enabled for your plan.
- 3Toggle categories you care about: payment due, low stock, follow-up due, payroll, or system messages.
- 4For WhatsApp, verify the business phone number TiBook should use and accept any pairing prompt.
- 5Set quiet hours or frequency if the screen offers them — avoid waking staff for non-urgent alerts.
- 6Save and trigger a test (for example a small payment reminder) to confirm delivery.
WhatsApp reminders
WhatsApp works for customer payment nudges and internal reminders you enable. Message content follows templates TiBook provides — customise wording only where settings allow.
Per user
Some notifications are personal (your login, your MFA). Company-wide alerts may still reach all admins.
Turn on payment reminders only after party phone numbers are correct.
Too many alerts get ignored — start with due payments and follow-ups.
Related articles
- Track follow-upsLog calls and tasks with a title, contact, quote link, status, and due date so nothing falls through after a quote or lead.
- Record a payment inLog money received from a customer — by cash, UPI, bank transfer, or cheque — and optionally settle open sales invoices in the same flow.
- Invite your teamAdd users by email and assign a role so staff only see the screens they need — billing, stock, delivery, or full admin.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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