This article explains how notifications and reminders work across key areas of the platform—so you can keep your clients and team informed and avoid delays.
Internal users can customize how often they receive notifications by going to:
Settings > My Profile > Notifications
From there, you can choose to:
Receive an email when you have unread messages
Receive a daily recap of your activities on Hubflo
Receive a weekly recap of your activities on Hubflo
These preferences help you stay updated without overwhelming your inbox.
Important: Clients cannot adjust notification settings at this time. All client notifications follow the default rules outlined below.
Forms
When a form is assigned to a client:
They receive an initial email notification
If the form remains incomplete, they will receive 2 reminder emails, sent every 3 days
SmartDocs
When a smart document is assigned:
The client receives an email notification
2 follow-up reminders are sent every 3 days until the document is completed
Client Portal Invite
When you invite a client to the portal:
They receive an initial invite email
If the invite isn’t accepted, the system sends 2 reminder emails, each spaced 3 days apart
Messages (Chatroom)
For messages sent through the chatroom:
If a message is not read within 5 minutes, the client receives an email notification
If there are multiple unread messages, they are grouped into a single summary email
Clients can reply directly to the email, and the message will post back to the chat
Additional notifications:
SMS alerts are sent if Twilio is enabled
Push notifications will be available once the mobile app is released
Tasks
Task notifications for clients currently work as follows:
An email is sent when a task is assigned, only if the task has a due date
If the task becomes overdue, the client receives an additional email notification
Important: Tasks without due dates do not trigger emails at this time. More task notification options are in development.
Invoices and Proposals
You can set up to 5 follow-up reminders for:
Unpaid invoices
Unsigned proposals
These reminders are fully customizable from the invoice or proposal settings.
Internal User Recaps
Recaps are available for internal users only:
Daily recaps include task updates and calendar events
Weekly recaps offer a summary of key activities
Important: Clients do not receive these emails.
Troubleshooting Notification Issues
If your clients are not receiving notifications:
Confirm the item (form, task, etc.) is assigned to the client
For tasks, check that a due date is set
Ask the client to look in Spam or Promotions folders
Tip: Recommend adding your platform’s sender email (e.g., [email protected]) to their safe sender list
If the issue continues, please reach out to our support team with specific examples so we can help.