Notifications

What it controls: the one daily summary e-mail, when it is sent, who gets it, and (with the team chat add-on) a daily post to the clinic's chat.

Click path: Admin → Settings → Notifications.

Who: owner and admin (Change settings).

On-screen rule: One email per day, counts only, no patient information ever leaves the portal by email or Pumble. Staff open the portal for the lists. The summary has numbers only (for example "3 overdue reorders"), never patient names.

Daily summary email

Tick box: Daily summary email right after the morning EMR sync (memberships, overdue reorders, due this week, Rx pending approval, failed payments, follow-ups due…). On for a new clinic.

Off = no daily summary e-mail is sent to anyone.

The e-mail's subject looks like [Membership Management] 10/25/2026, 3 overdue, 12 due this week, 2 failed payments, and the body lists counts such as current memberships, payment failed, overdue reorders, reorders due within N days, prescriptions pending provider approval, follow-ups due, and pharmacy and shipping items.

Post daily counts to the team chat

Shown only with the Team chat posts add-on. Tick box: Post daily counts to Pumble (counts only, never patient names). Off by default.

When on, the same counts are posted to the clinic's chat channel at the same time as the e-mail. A note says: The chat webhook is set up and maintained for you, contact support to change it.

Send the summary at

A drop-down (greyed out when the daily summary e-mail is off):

• Right after the morning EMR sync (default): soon after 8:50 AM Eastern, once the sync finishes.
• 6:00 AM (clinic time) through 9:00 PM (clinic time), one choice per hour.

The summary (and the chat post) goes out on the first hourly check at or after this hour, once a day. Hours are the clinic's own time zone. Hourly checks run a few minutes past each hour, so picking 7:00 AM means it arrives a little after 7:00 AM.

Who receives the daily summary

Label: Who receives the daily summary: every activated owner, admin and provider account (invites still pending and turned-off logins are skipped), plus these extra clinic addresses (comma-separated).

• Automatically included: every owner, admin and provider login in your clinic that has signed in at least once and is turned on.
• Not included: people whose invite is still pending, turned-off logins, nurses and staff, and anyone who opted out on the Users page (the Daily summary column there shows receives or opted out).
• Extra addresses: type clinic e-mail addresses separated by commas. Up to 20. Each must be a valid e-mail address. Use clinic addresses only.

To add a nurse or staff member, type their address in the extra addresses box. To stop one owner/admin/provider getting it, untick Daily summary on their row in Admin → Users.

Send me today's summary now

Button (owner/admin): Send me today's summary now, with the note E-mails only your own address (and posts to the team chat when enabled); confirms the setup end to end.

After clicking you see Sending a sample alert and today's digest to {your e-mail}. Allow a minute. It uses the saved settings and today's numbers. It does not count as the day's summary; the normal summary still goes out.

Save and when it takes effect

Save notification settings (saves the whole page). Changes apply from the next summary: the next morning run, or the next hourly check at or after the hour you chose. Only one summary is sent per day; if today's has already gone out, a new time applies from tomorrow.

Questions people ask

Q: I didn't get the daily summary.

A: Check: (1) Daily summary email is ticked; (2) you are an owner, admin or provider who has signed in at least once, or your address is in the extra addresses; (3) you have not opted out on Admin → Users; (4) check your spam folder. Click Send me today's summary now to test.

Q: A new provider isn't getting the summary.

A: Their invite is still pending. They start receiving it after their first sign-in.

Q: How do I add a nurse or the front desk to the summary?

A: Type their e-mail in the extra clinic addresses box (comma-separated) and save.

Q: How do I stop the summary for one person?

A: Owner/admin/provider: untick Daily summary on their row in Admin → Users. Extra address: remove it from the box and save.

Q: Can the summary come at 7 AM instead of after the sync?

A: Yes. Pick 7:00 AM (clinic time) in Send the summary at and save. It arrives shortly after 7 AM, once a day.

Q: The "Send the summary at" box is greyed out.

A: The daily summary e-mail is off. Tick it first.

Q: Why are there no patient names in the e-mail?

A: By design. No patient information ever leaves the portal by e-mail or chat. Click through to the portal for the lists.

Q: I changed the time but got the summary at the old time today.

A: Only one summary is sent per day. If it had already gone out, the new time starts tomorrow.

Q: "Not saved, Invalid request: notifications.extraRecipients…"

A: One of the extra addresses is not a valid e-mail (or there are more than 20). Fix it and save.

Q: I don't see the team chat option.

A: It needs the Team chat posts add-on, which is not part of your plan.