Notification preferences

In settings, under Preferences, open Notifications. Every role has this page, and turning an email off changes what you receive, never what your teammates receive.

Each row is one kind of update with an Email switch beside it. A change saves the moment you flip the switch and the row shows Saved, so there is no save button.

Updates with a toggle also appear inside Syncroly, including on Overview, referral lists, your drafts, the Files card, and Messages. The toggles come in four groups.

Referrals you receive

• New referral ready. Consent was given and a referral is ready for you to review.
• Booking confirmed. A referral was booked with your practice.
• Referral updated. The referring practice updated details or added files on a referral sent to you. Detail changes appear on the referral; new files appear bold on its Files card.
• Referring offices gone quiet. For the Primary Admin and Admins: a Monday email when an office that usually refers to you goes quiet.

Referrals you send

• Your referral was booked. A referral you sent has been booked.
• Draft sent to you for review. A colleague prepared a referral for you to review and send. Your drafts list marks it as waiting either way.
• Files added. A practice you referred to added files to one of your referrals. New files appear bold on its Files card.

Messages

• New referral message. A provider sent a message on one of your referrals.
• New direct message. A provider sent you a direct message.

From Syncroly

• Product updates. News about features and improvements.

With Pro Solo or Pro Teams and a confirmed practice email, owners and administrators also see a Practice column beside the alerts under Referrals you receive. Those switches are shared, and they change only what the practice email gets. Setting one up is covered in Send referral alerts to a practice email.

On Free, practice email alerts are paused. Your own Email switches stay available and keep the choices you made. If you turned off your own alerts while relying on the shared inbox, review them here.

The rest of Syncroly's mail has no switch, on purpose. It falls into three kinds:

• Security mail. Verification codes, password reset links, and the alert that your password was changed.
• Billing mail. Notices that arrive before money moves, and the notice when your subscription changes.
• Operational alerts. Most importantly, the alert that a patient's referral link could not be delivered, which is your only sign that the patient never received it.

Emails that go to your patients, such as their referral links and reminders, are not yours to mute here either; they belong to the referral itself.

If the email matches one of the toggle rows above, flipping that toggle off ends them. If it matches none of them, it is one of the kinds with no toggle, sent because something on your account needed your attention.

If you are not a provider and a referral link landed in your inbox, read You got a referral link, what happens next instead.