Skip to main content
Global channels control whether your company can use email or SMS at all. Each automatic event then uses one delivery policy to choose a channel or channel sequence.

​
Global channels

  • Enable email notifications allows automatic and manual customer email.
  • Enable SMS notifications allows automatic and manual customer SMS.
  • The SMS sender is managed by Sweeply support. Contact support if you need a branded sender.
A policy or customer override cannot use a globally disabled channel.

​
Delivery policies

Global channel availability is checked after the policy. A saved policy is not rewritten when a company channel is disabled.

​
Automatic events

Sweeply provides rules for:
  • Before-delivery reminders
  • After-delivery messages
  • Invoice messages
Other customer events, such as welcome, order confirmation, subscription confirmation, and checkout messages, use the delivery choice made by the triggering workflow.

​
Configure the settings

1

Open Notifications

Go to Settings > Notifications.
2

Enable global channels

Turn email and SMS availability on or off for the complete company.
3

Choose automatic policies

Select one delivery policy for before-delivery, after-delivery, and invoice events.
4

Review invoice senders

Decide whether the accounting provider, Sweeply, or both should send the invoice notification. Enabling the same channel for both can create duplicate customer messages.
5

Review the change preview and save

If the new settings make scheduled visits newly eligible for reminders, review the number of messages and newly protected visits before selecting Save and send.
Enabling a policy or expanding a lead-day window can enqueue reminders for already scheduled upcoming visits immediately.
Last modified on September 20, 2026