Email notification settings

2 min readNotifications & Reminders

Email Notification Settings

Control what emails you receive from HeyIntake.

Accessing Settings

  • Go to Settings in the sidebar
  • Find Email Notifications section
  • Toggle options on/off

Available Notifications

New Submission Alerts

When enabled, you receive an email with:

  • Lead/intake summary
  • AI score and priority
  • Key submission details
  • Link to view full details

Notification Email Address

Notifications go to the email in your Settings. To change:

  • Go to Settings > Business Profile
  • Update "Notification Email"
  • Save changes

Turning Off Notifications

If inbox is overwhelming:

  • Disable individual notification types
  • Use digest instead of instant alerts
  • Focus on dashboard checking instead

Team Notifications

If you have team members:

  • Each member controls their own notifications
  • Business owner sets default notification email
  • Important alerts go to team as appropriate

Tip: Start with all notifications on, then adjust based on volume and preference.