Creating a Notifications
Click on "Settings" on the navigation menu to the left.
Click on "Notifications" from the new page.
Click on "New notification" on the top right.
Select a trigger such as "New reservation," "Check-out due" or "Item expired."
Assign a unique name, and fill out any additional fields if applicable.
Choose the type of Notification.
Write a static or dynamic message and specify recipients.
Check the Notification Subject & Body, then click "Add" when satisfied.
Types of Notifications
Email Notifications
Email Notifications in Cheqroom enhance communication by automatically informing users and administrators about key events.
You can also include PDF Templates on your E-mail Notifications by choosing triggers like 'Reservation PDF generated' or 'Check-out PDF generated', and using the "pdf preview" object in the notification body.
You can learn more about PDF templates in our How to Use, Create and Customize PDF Templates guide.
Mobile Push Notifications
Mobile push Notifications in Cheqroom are designed to provide real-time reminders for Users about their Reservations and Check-outs directly on their mobile devices.
The main difference from other types of Notifications is User control.
NOTE: Notifications can be turned off in the general settings on the mobile phone if desired.
SMS Notifications
SMS Notifications provide another way to remind Users about their Reservations and Check-outs via text messages.
NOTE: You can view the logs of SMS Notifications and monitor your SMS quota under the Account settings page.
Editing Notifications
All notifications can be edited to all parameters by clicking on the ellipsis menu, as seen below. This will show a pop-up menu for viewing the notification logs, editing, duplicating, deleting, previewing, and deactivating any given notification.
Custom Date Field Notifications
Cheqroom allows you to trigger Notifications based on custom date fields for Items, Reservations, or Check-outs, ensuring timely alerts for events such as calibration dates or equipment overhauls. Learn more about custom fields in our Manage Custom Fields guide.
Setting Up Custom Date Field Notifications
After a custom date field has been added, go to "Settings," then "Notifications" and click "New notification" on the top right.
Choose the custom date field as the trigger. (In this example, one an item based custom date field is used)
Name the trigger, set the timing, and select the relevant locations.
Write a static or dynamic message tailored to the event.
Review the Notification and click "Add" when ready.
Warranty Reminders
Automated warranty reminders notify users before the warranty of an Item expires, ensuring timely action.
Setting Up Warranty Reminders
Go again to Settings then to Notifications.
Click to add a New notification, and choose the trigger "Warranty Expiring."
Name the trigger, set the reminder time, and specify recipients.
Compose the email and click Add when done.
