Tutorials

Using the Notify Now feature in Uncat

You can send your client an instant notification by email (and optionally by SMS text message) to update their uncategorized transactions in Uncat.

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Transcript

Hi there. This is a quick video showing you how to send a notification immediately to a client requesting that they update their uncategorized transactions.
So if I'm looking at these transactions in dashboard, you can see we've gotten responses back on two of these. So it's indicated by client updated, but we're still waiting on the client to provide descriptions and information about several more transactions.
And so they'll get notifications according to the normal notification schedule that you set up in client settings. But if you want to send them a notification right away, let's say you're on the phone with them.
And you say, Hey, I'm going to send you a link right now, just click it and go straight into uncapped and update your transactions.
Just click this notify client now button. And when you click that button, it's going to send the notification right away.
You'll get this little confirmation at the top that so successfully sent. And at the top of the inbox, your client will receive the notification with a magic link.
All they have to do is click that, go straight to their dashboard and complete the information. All right. Super easy.
Thanks for watching.