About Default Notification Templates

Upmind is designed for immediate use with minimal setup, so we include pre-generated notifications for the most common business needs.

You can disable or replace them in the admin area from Settings > Actions under Automation.

Because Upmind is designed to work immediately, with little configuration required, we pre-generated some notifications that we think are important for most businesses.

All pre-generated templates are highlighted as Default.

Template list

Here is a full list of default notifications:

Client email notifications

These are sent to clients. Message contents will vary based on whether you've enabled the client login feature on the Client overview page.

Example: Users without accounts won't see login prompts for invoice payments.

• Account created

• Password reset

• Order confirmation

• New invoice created

• Invoice overdue

• Payment received

• Cancellation request received

• New ticket opened

• New ticket reply

Staff email notifications

• New client

• New order placed

• Invoice paid

• New cancellation request

• New ticket opened

• New ticket reply

WebSocket notifications

These are pre-configured real-time popups or updates in the Upmind app on active events for staff and clients, which can be customised as needed.