This page is about workspace notification setup.
Open Settings → Team & Roles → Notifications when you want to control which Slack alerts the team receives and which channel each alert should use.
What this settings page controls
The notifications settings page has three tabs:
- Briefings
- Bookings
- Purchases
If Slack is not connected yet, circleOS shows a connect button instead of the channel picker.
Briefings
Use this tab for the daily Slack briefing digest.
You can:
- turn the digest on or off
- choose the channel
- choose the send time
- edit the prompt used for the daily summary
This tab has its own Save Settings button. Nothing on this tab is applied until you save.
This is separate from the booking-level AI briefing that staff read on a booking or in Live Mode.
Bookings
Use this tab to send workspace Slack alerts for booking activity.
Each alert type can be turned on separately and can use its own Slack channel.
When you turn an alert on, circleOS shows the channel picker directly underneath that alert.
The current page currently includes separate switches for:
- booking created
- booking updated
- booking cancelled
- NPS submitted
- referral alerts
- self-referral alerts
- time-sensitive booking alerts
This tab saves inline. There is no final save button.
Purchases
Use this tab when the team wants a Slack message each time a new purchase is created.
Like the bookings tab, this saves inline rather than through a separate save button.
When the purchase alert is on, the channel picker appears underneath it.
What this settings page does not control
This page does not control the bell in the top bar. The bell is your personal in-app notification feed. See In-App Notifications.
This page also does not control every patient-facing message.
Patient-facing messages
Patient emails, SMS messages, and share links are driven by the workflow the team is using.
Common examples are:
- booking confirmations
- booking reminders
- booking update or cancellation messages
- patient forms links
- document sharing
- lab-result sharing
Service-level defaults
Each service has its own patient-notification defaults under Settings → Services → [service] → Notifications.
Those toggles currently cover:
- Send confirmation email
- Send reminder emails
- Request NPS survey
Per-action patient toggles
Some staff actions also show a Notify patient toggle for that one action, for example when a booking is created, rescheduled, or cancelled.
That action-level toggle does not replace the service defaults. It only affects the change you are making right now.
A simple rule
- Use Settings → Team & Roles → Notifications for team Slack delivery.
- Use service settings for default booking-related patient messages.
- Use the current workflow when you need a one-off patient notification.