> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notification Preferences

> Choose how and when you get notified about calls, leads, appointments, and billing.

## Managing Your Notifications

Go to **Settings > Notifications** in the left sidebar to control what notifications you receive and how.

## Notification Types

<CardGroup cols={2}>
  <Card title="Call Alerts" icon="phone-arrow-down-left">
    Get notified when a call comes in or is missed. Choose SMS, email, or both.
  </Card>

  <Card title="Lead Alerts" icon="user-plus">
    Get notified when your AI captures a new lead (name, phone, email, or service request).
  </Card>

  <Card title="Appointment Alerts" icon="calendar-check">
    Get notified when a new appointment is booked, rescheduled, or cancelled.
  </Card>

  <Card title="Billing Alerts" icon="credit-card">
    Get notified about payment confirmations, failed payments, and plan changes.
  </Card>
</CardGroup>

## How to Change Your Preferences

<Steps>
  <Step title="Go to Notifications">
    Click **Settings** in the sidebar, then **Notifications**.
  </Step>

  <Step title="Toggle each notification">
    Each notification type has toggles for **Email** and **SMS**. Turn on the ones you want and turn off the ones you do not.
  </Step>

  <Step title="Save">
    Click **Save Preferences** at the bottom. Your changes take effect immediately.
  </Step>
</Steps>

<Tip>
  We recommend keeping **Lead Alerts** and **Appointment Alerts** on by email at minimum. These are the most time-sensitive notifications for most businesses.
</Tip>

## Marketing Emails

There is a separate toggle for **Marketing Emails** (product updates, tips, new features). Turning this off will not affect your operational notifications like call and lead alerts.

## SMS Notifications

To receive SMS notifications, make sure you have a phone number saved in your **Account Settings** page. If no phone number is on file, SMS toggles will be available but notifications cannot be delivered.

<Info>
  SMS notifications are sent to the phone number on your account, not your AI receptionist's number. Update your personal phone number in **Settings > Account**.
</Info>

## Team Notifications

If you have team members, each person controls their own notification preferences from their own account. There is no way to force notification settings on team members — each person chooses what works for them.

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