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Notifications

First-time workspace setup

Tune alert categories under Preferences — In-app notifications during setup steps 1–12, then triage the Dashboard bell and /notifications after steps 13–15 go live — Notification triage. Lockout catch-up: Getting Started — Lockout catch-up after password recovery.

Finding your way in this guide

Start with Key Workflows — especially Payment overdue alerts (in-app) — then Interface Overview and Read status and list queries. Compare the Dashboard bell slide-over with the full /notifications module. Guide subsection map: Notifications guide subsection index (triage sections + Related subsections). Habit-specific shortcuts live under Related below.

The Notifications module is your central inbox for in-app alerts. It displays all notifications sent by the platform: new bookings, payment events, ticket updates, and other important events. You can search, filter, and mark notifications as read to stay on top of what matters.

Pair with other modules

Reply to WhatsApp rows via Inbox; compare with Dashboard bell slide-over before opening /notifications. When payment overdue Payments rows cluster on one tenant category, scope Bookings — Tenant categories or Finance — Tenant category filter before account-wide reminder or portal changes — see Glossary — Tenant category. Internal LLM token spend is not listed in this inbox — during Portfolio KPI review — Step 7 poll AI usage API (GET /ai-usage/summary; landlord_chat, utility_bill_extraction).

User Roles and Access​

RoleAccess
Property ManagerFull access — view, search, filter, and mark notifications as read
AdminFull access
ViewerTypically read-only; access depends on account configuration

Prerequisites​

  • An active Vivin account
  • Access to the management frontend (platform.vivin.app)
Direct access

Open the Notifications module at platform.vivin.app/notifications. See Deep Links — Notifications for the bookmarkable route, how it compares to the Dashboard bell slide-over, and the Deep Links index for other management routes.

Ask AI Chat where to open Notifications

Not sure how to reach the full alert history? Ask AI Chat “Where do I open Notifications to search and filter my full alert history?” — then open /notifications (ai-chat-product-context-notifications-reply.png, ai-chat-product-context-notifications-flow.mp4). The assistant may say left menu; Notifications is not a sidebar item — use the bookmark or View all notifications from the Dashboard bell. The bell slide-over stays compact (no search / All / Unread / Read).

Need the full alert history with search and All / Unread / Read filters (not the compact Dashboard bell slide-over alone)? Ask AI Chat “Where do I open Notifications to search and filter my full alert history?” — then open /notifications (ai-chat-product-context-notifications-reply.png, ai-chat-product-context-notifications-flow.mp4). The assistant may say left menu; Notifications is not a sidebar item — bookmark /notifications or use View all notifications from the Dashboard bell. Habit: Notification triage.

AI Assistant — where to open Notifications for full alert history

Walkthrough: ask AI Assistant where to open Notifications for search and read filters, then open /notifications (reply may say left menu — use the bookmark or View all notifications from the Dashboard bell).

Key Workflows​

Pair with other Notifications sections

Daily triage starts with Notification triage — use search and read-status pills here, then row-click into Bookings or Finance when alerts need follow-up.

Viewing Notifications​

  1. Open the full Notifications module by navigating directly to /notifications
  2. Notifications are listed in reverse chronological order (newest first)
  3. Each notification shows:
  • Summary — short title or subject
  • Content — full message body
  • Status — Unread or Read
  • Date — when the notification was created

Filtering and Searching​

Pair with other Notifications sections

Search and filter pills pair with Deep Links — Notifications (bookmark is always /notifications — pills are in-page only) and Notification triage — Step 5 when you clear unread after triage.

  • Filter by status — Use the All, Unread, or Read buttons to filter the list
  • Search — Type in the search box to find notifications by summary or content text (debounced; pause briefly after typing before expecting the list to update)
  • Mark all as read — Click Mark all as read to clear the unread state for all notifications

With All selected, a search term narrows the list to rows whose summary or body matches (counts in the totals line update to match):

Notifications module — All filter with search text narrowing the list

When nothing matches the active filter and search together, the list shows No notifications found for the selected filters. — switch pills or clear search before assuming data is missing:

Notifications module — empty state after search with no matching rows

Dashboard bell vs. full module​

Pair with other Notifications sections

Bell Inbox sub-tab pairs with Inbox module; General payment rows pair with Handling a Late Payment — Step 1.

Dashboard notification slide-over vs. full Notifications module

On desktop, the Dashboard (/) shows a bell in the page header (next to the title). Clicking it opens a Notifications slide-over from the right with General and Inbox sub-tabs: General holds payment, ticket, and booking alerts; Inbox holds inbound WhatsApp and email message pings (one notification per conversation, coalesced when new messages arrive). Each sub-tab has its own unread badge; Mark all as read clears only the active sub-tab. Inbox rows with a backend link navigate straight to the conversation (for example /inbox?contact=… or a booking Communication deep link) and mark the row read — other rows open Notification detail inside the panel. The slide-over scrolls with infinite load, Mark all as read, and footer totals. It does not include search or All / Unread / Read filters, and General rows without a link do not jump to Bookings, Tenants, or Listings from the bell alone.

Inbox sub-tab row labels — summaries are conversation-scoped, not one row per message:

ChannelSummary (English UI)Body preview
WhatsAppNew WhatsApp message from {tenant name} when the phone matches a tenant; otherwise New WhatsApp message from +{digits}Last inbound message text (or New WhatsApp message)
EmailNew email from {sender} — display name when present, otherwise the From addressGmail snippet or subject

A new inbound message on an existing thread bumps that row to the top and marks it unread again instead of inserting a duplicate. The full /notifications page lists Inbox and General rows together (no category pill) — use the bell Inbox sub-tab when you only want message triage. See Inbox — Dashboard bell.

When the account tenant chatbot is not enabled (isTenantChatBotEnabled), the Inbox sub-tab is greyed out and cannot be selected — hover shows Activate the Chatbot to get tenant messages right here. General remains fully usable. The same flag gates Tools → Inbox and Bookings → Communication; see Inbox — Chatbot gating and ChatBot settings — Inbox and Dashboard bell gating.

The bell is not added to other modules’ page headers in the current layout, and it is not shown on narrow (mobile) viewports. The left sidebar lists Inbox under Tools (/inbox) on desktop when your role includes Bookings access — see Inbox module.

Dashboard bell — Inbox sub-tab with WhatsApp / email channel icons

Dashboard bell — disabled Inbox sub-tab when tenant chatbot is off

For search, read-status filters, full General history, and one-click entity navigation from payment/ticket rows, open the Notifications module directly — for example platform.vivin.app/notifications or your bookmarked /notifications URL. See Deep Links > Notifications.

Owner-linked General alerts​

Pair with other Notifications sections

Owner-linked scoping pairs with Owners — Owner-linked management users and Inbox — Owner-linked access. Portfolio directories for the same login: Listings, Bookings, Operations, Utilities.

When your management login is owner-linked (email matches an Owners record), General alerts on the Dashboard bell and on /notifications only include rows that resolve to your buildings:

How Vivin matches a General rowWhat counts as “yours”
Property, listing, or booking on the rowThe building (or unit/stay on that building) is assigned to your owner
Tenant only (no stronger id)Fallback when the row has no property/listing/booking — only if that tenant’s stays stay on your buildings
No portfolio id on the rowHidden for owner-linked logins (fail closed)

Inbox message pings on the same bell use the same property set (WhatsApp threads for tenants with a booking on your buildings). Full-account staff keep seeing every General and Inbox row their preferences allow.

Dashboard bell — General tab for an owner-linked login (alerts limited to that owner’s buildings)

Notifications module — full history for an owner-linked login with portfolio filters applied

Listings — Portfolio (1) for the same owner-linked login (Rivera House only)

Walkthrough: as an owner-linked user, open the Dashboard bell General and Inbox tabs, then /notifications, then Listings to confirm the same single-building portfolio.

If General looks empty while full-account teammates still see payment or ticket rows, confirm those alerts attach to other owners’ properties — not a missing preference. Preferences and personal opt-outs still apply on top of this portfolio filter.

Payment received alerts (email + in-app)​

Pair with other Notifications sections

Payment-received rows pair with Settings — Preferences masters and Finance — Pending manual payments when receipts stay pending after row-click.

Operator payment-received alerts

When a tenant payment is received, opted-in operators can get both a mailbox email and an in-app row in this history (Dashboard bell and /notifications). Delivery requires both layers on for each recipient:

  1. Account — Preferences → Notifications & Emails: Receive payment notifications.
  2. You — Personal Settings (/settings/personal): Payment notification emails — the same toggle controls your email and whether you see in-app payment-received rows.

Row shape: summary like Payment received from tenant …; body includes amount, listing, and property. When bookingId is set, clicking the row on /notifications opens the booking sidebar (see Open the related booking, tenant, or listing).

Audience scoping: in-app rows are created with a per-user audience list — only property managers who opted in on Payment notification emails see them. Teammates who did not opt in will not see those rows (and their unread counts differ). Legacy rows with no audience list remain visible to every signed-in user on the account.

See Glossary — Payment notification (operator), Notification triage — Step 4, and Handling a Late Payment — Step 4b when the receipt still shows pending after row-click navigation.

Payment overdue alerts (in-app)​

Pair with other Notifications sections

Overdue Payments rows pair with Finance — Tenant category filter and Bookings — Tenant categories when alerts cluster on one segment — see Glossary — Tenant category.

Operator payment-overdue alerts

When a scheduled charge is overdue or a booking balance triggers an operator alert, in-app rows under the Payments category can appear on /notifications and the Dashboard bell (subject to the same In-app notification preferences masters and personal opt-outs as payment-received rows).

Row-click navigation: when bookingId (or tenantId / listingId / propertyId) is set, clicking the row on /notifications opens the related entity — then continue collections on Handling a Late Payment — Step 1. When overdue rows cluster on one tenant category, add Finance — Tenant category filter or Bookings — Tenant categories before you chase every alert individually — see Glossary — Tenant category. See Notification triage — Step 4 and Glossary — Payment notification (operator).

In-app notification preferences​

Account masters + personal opt-outs

Operator in-app rows on the Dashboard bell and /notifications are grouped into four categories. Each category is controlled by two layers:

  1. Account — Preferences → In-app notifications: master switches (Payments, Service requests, Scheduled bookings, Inbox messages). When a master is Off, no user sees that category in-app.
  2. You — Personal Settings → Your in-app notifications: per-user opt-out toggles (default On). Turning a toggle Off hides that category for your session only.
CategoryExample row summariesExtra gate for Payments only
PaymentsPayment received from tenant …Also requires account Receive payment notifications and your Payment notification emails audience opt-in — see Payment received alerts
Service requestsPortal service order / cancellation summariesService-order emails use Service subscription emails chips on Personal Settings (separate from in-app)
Scheduled bookingsScheduled import or booking job success / failure—
Inbox messagesNew WhatsApp message from …, New email from …, chatbot handoff pingsDashboard bell Inbox sub-tab when Chatbot is enabled

Legacy rows with no eventType remain visible unless filtered by search or read-status pills. Preference lookup errors fail open (rows stay visible) so a transient API issue does not blank the module.

Pending manual in-payments (approval queue)​

When someone records a manual in-payment on Finance → Add Payment or a booking Transactions tab, the receipt often stays pending until a user with Approve payments confirms it. Until approval, Total Debt, Contract Values, and Payment Plan pills may still show the old balance even though the bank deposit arrived — and a Pending manual in-payment row may remain on /notifications until ledger approval clears.

Triage from Transactions — Finance → Overview shows a Manual Payments KPI for the selected month (€ total + transaction count for all manual rails, including pending). Clicking the card opens the month drill-down of all manual rails — it does not isolate the approval queue. Open Finance → Transactions (Pending pill, row icons, or Approve selected / Reject selected bulk bar) to approve. Ledger Reject is bulk-only — there is no per-row reject icon on Finance. Reject and Revert modals warn about credit notes when Finance may already have invoiced the charge. Hub matrix: Common Workflows — Pending manual receipt approval.

Finance Overview — Manual Payments KPI beside Total Debt (monthly manual total; triage pending rows on Transactions)

Finance Transactions — All card with amber Pending chip active and filtered ledger rows

Notifications — row-click from payment alert opens booking detail for Transactions approval

After you approve or reject from the booking sidebar or ledger, return to /notifications and Mark as read on any related payment alerts when balances look correct. Full operator rhythm: Notification triage — Step 4, Notification triage — Step 5, FAQ — Manual receipt still pending, FAQ — Pending manual in-payment on /notifications, Finance — Pending manual payments, Bookings > Transactions — Row actions, Payment Allocation — Pending manual approval (month-end habit), and Payment Allocation — Correcting mistaken receipts.

Marking Individual Notifications as Read​

For unread notifications, click Mark as read to update the status. This helps you track which items you have already reviewed.

Pair with other Notifications sections

Row-click navigation pairs with Notification triage — Step 4 and Glossary — Notification row navigation — bell General rows without link stay in-panel only.

On the full Notifications page (/notifications), clicking a row does more than update read status when the platform attached a navigation target:

  1. If the row is still Unread, it is marked read in the background (no success toast on row click alone — same as before).
  2. The app then navigates to the related workspace when possible, using the first match in this order:
  • link — backend-provided deep link (when present)
  • bookingId → /bookings/list/:bookingId
  • tenantId → /tenants/:tenantId
  • listingId → /listings/unit/:listingId
  • propertyId → /listings/property/:propertyId

If none of those fields are set, the row is marked read when applicable but you stay on the inbox — use Mark as read when you only want to clear unread without leaving the page.

This behaviour applies to the full module only. On desktop Dashboard, the header bell slide-over opens Notification detail inside the panel for General rows without a deep link, or navigates directly when the row carries a link (Inbox message notifications jump to /inbox or booking Communication). Use /notifications when you want search, filters, and one-click triage into Bookings, Tenants, or Listings from General payment and ticket rows.

Notifications module — inbox row ready to open the related booking

Bookings — detail opened after clicking a payment notification row on /notifications

Walkthrough: on /notifications, click a row with a bookingId — the app opens the booking detail sidebar (same clip as Notification triage — Step 4).

Hub matrix: Common Workflows — Notification row-click navigation. See FAQ — Notification row-click navigation, Glossary — Notification row navigation, Notification triage — Step 4, Deep Links — Notifications, Bookings, Tenants, Listings, Portfolio KPI review — Dashboard Total Debt subtitle, and Deep Links — Broken entity deep links when a target id no longer exists.

Notification Types​

Notifications can relate to:

CategoryExamples
BookingsNew booking created, booking confirmed, cancellation
PaymentsPayment received, payment overdue, deposit returned
TicketsNew ticket created, ticket assigned, ticket resolved
SystemAccount updates, integration alerts

On desktop Dashboard, the header bell shows an unread badge when applicable and opens the slide-over for recent notifications. The full Notifications page at /notifications is where you search, filter by read status, and review complete history.

Interface Overview​

Pair with other Notifications sections

Toolbar controls pair with Settings — Interface Language — Your in-app notifications opt-outs and Glossary — Notification read actions for Mark all as read toasts.

The full Notifications page is a single column inside the main content area (there is no extra sub-navigation beyond the filter pills).

Toolbar row​

  • Search — Text field above the list; matches against notification summary and body (search is debounced, so pause briefly after typing before expecting results).
  • Mark all as read — Enabled when there is at least one unread item; disabled when every item is already read or while the request is in progress. On success, a toast confirms All notifications marked as read. (see Glossary — Notification read actions).

List load and read actions​

Pair with other Notifications sections

List refresh pairs with FAQ — Directory list refresh — distinct from filter-empty states when nothing matches.

When the notifications list needs a refresh, use Retry — or reload the page. That is distinct from No notifications found for the selected filters. when nothing matches the active search or pills.

Per-row Mark as read — The explicit Mark as read control shows a confirmation toast. Row click still marks unread items in the background without a success toast when navigation or in-panel detail is the primary action (Dashboard bell detail view behaves the same).

Mark all as read — Available on the full page and in the Dashboard bell slide-over. While the request runs, the control is disabled. If badges stay unread after you click, wait a moment and use Mark all as read again.

Filters and counts​

  • All / Unread / Read — Pill-style toggles; the active pill uses the primary teal styling. The visible words on each pill follow your Interface language; behaviour is the same in every locale.
  • Totals line — Shows how many notifications match the current query and how many are still unread (wording follows your interface language).

Why counts differ between teammates: booking, ticket, and most system rows are account-wide — every signed-in user with access sees the same history. Payment received rows are scoped to opted-in property managers only (see Payment received alerts above). If your bell badge or unread total does not match a colleague’s, check whether you both enabled Payment notification emails on /settings/personal and whether the account Receive payment notifications switch is on.

Notification rows​

Each row is one notification. Unread items show an Unread badge; read items show Read. The body text preserves line breaks where the platform stored them. Mark as read appears on unread rows when you want to clear unread without navigating away.

On this full page, clicking the row marks unread items read (when applicable) and, when the notification includes a target, opens the related booking, tenant, or listing — see Open the related booking, tenant, or listing. Use Mark as read when you only need to update status and stay in the inbox.

The Dashboard header bell slide-over is a lighter variant of the same inbox (no read-status pills inside the panel), with General and Inbox sub-tabs when the WhatsApp global inbox release is active — see Inbox module. General rows without a link open in-panel detail only; use /notifications when you want search, filters, and one-click triage into Bookings, Tenants, or Listings from payment and ticket alerts.

Dashboard bell slide-over loading (infinite scroll)​

The compact panel is also server-paged. The first open loads a batch of rows (enough for a quick scan); when you scroll near the bottom of the panel’s list, the app fetches the next batch automatically. While the next batch loads, skeleton rows appear at the bottom of the slide-over list (same row shape as the full /notifications page, but inside the narrower panel). The panel does not show an End of list line — keep scrolling until the footer total count matches what you expect, or open /notifications when you need filters, search, and the explicit end-of-history marker.

Dashboard — notifications bell slide-over scrolled with list history and footer totals (scroll to load more; skeleton rows match the full-page pattern below)

Click a row to open Notification detail inside the panel (summary, body, created time). The header title becomes Notification Detail, the General / Inbox sub-tabs hide, and the back arrow (←) beside the title returns you to the list for the same sub-tab. Opening a row that is still Unread marks it read (without a success toast on row click alone). The bell panel does not route to Bookings, Tenants, or Listings — open /notifications for that workflow.

Dashboard — notifications bell slide-over on Notification detail with Summary, Content, and Created at

Read status and list queries​

Pair with other Notifications sections

Read-status pills pair with teammate payment-received audience scoping — check Personal Settings — Payment notification emails when bell badges differ between colleagues.

The All, Unread, and Read pills are mutually exclusive: only one read-status filter applies at a time, together with whatever you typed in search (after the short debounce). Changing the pill replaces the underlying list query and starts again from the first page of results, so you always see one coherent slice — every matching notification, only unread rows, or only rows already marked read.

The totals line under the toolbar reflects that same combination (filter + search), not a second hidden query. If you pick Read and see no rows, either nothing read matches your search yet or your history is still entirely unread; switch to All or clear search to confirm what exists before assuming data is missing.

History loading (infinite scroll)​

Pair with other Notifications sections

Infinite scroll pairs with Dashboard bell skeleton loading — use /notifications when you need End of list, search, and read-status filters together.

The notification list is server-paged like other large directories. The first request loads a batch of rows; as you scroll near the bottom of the scrollable list (inside the bordered panel), the app fetches the next batch automatically. While the next batch loads, compact skeleton rows appear at the bottom of that panel:

Notifications module — scrollable list loading the next page with skeleton placeholder rows

When every notification matching the current filter + search is loaded, an End of list line appears below the list. Changing the All / Unread / Read pill or the search box clears the list and starts again from the first batch.

Notifications module — full history scrolled to the end with the End of list marker

Screenshots​

Full Notifications page (/notifications) — All filter with a Payment received search, Mark all as read, and totals line:

Notifications module — All filter with Payment received search results

Unread filter narrows the list to items still marked unread (counts update in the totals line):

Notifications module — Unread filter with Payment received rows

Read filter shows only notifications already marked read (same search and Mark all as read row; the Read pill uses the primary teal active styling when selected). When nothing matches, you see the standard empty state (“no notifications for the selected filters”) — that is still a valid Read filter outcome.

Notifications module — Read filter with Payment received and booking rows for one tenant

When no notifications match the current filter (for example you have no read items yet, or search text matches nothing), the list area shows the standard empty state: No notifications found for the selected filters. That is expected behaviour — switch back to All or Unread, clear the search box, or wait for new events. See the search empty-state capture above.

Bookmarks and filters

The URL is always /notifications. All, Unread, and Read are in-page only; a bookmark cannot open the module already filtered to Read. See Deep Links — Notifications.

Dashboard (desktop) — bell in the page header opens the slide-over (scroll the list to load more history; footer shows total and unread):

Dashboard — notifications bell slide-over open with scrollable history and Mark all as read

Owner-linked logins — General (and Inbox) on the same bell only list alerts for that landlord’s buildings:

Dashboard bell — General tab for an owner-linked login

Walkthrough: Dashboard bell slide-over → Mark all as read → close → full /notifications page → Unread and Read filters.

Notifications guide subsection index​

Pair with other Notifications module guide sections

This index pairs Notifications triage sections with Related subsections — use it when bell General rows disagree with full /notifications search or read-status pills.

SubsectionWhen to open itPair with
Key Workflows — Filtering and SearchingSearch, read pills, and Mark all as readNotification triage, Deep Links — Notifications
Dashboard bell vs. full moduleBell slide-over vs /notificationsInbox module, Settings > Chatbot — Inbox gating
Owner-linked General alertsPortfolio filter on General for owner-linked loginsOwners — WhatsApp Inbox and alerts, Inbox — Owner-linked access, Glossary — Owner-linked user, FAQ — Owner-linked General empty (owner-scope-notifications-bell-general.png, owner-scope-notifications-flow.mp4)
Payment received alertsReceipt and pending-manual rowsSettings > Preferences — Notifications & emails, Finance — Pending manual payments, FAQ — Pending manual in-payment on /notifications, Glossary — Payment notification (operator)
Pending manual in-payments (approval queue)Operator-recorded receipts still pending until approvalFAQ — Pending manual in-payment on /notifications, FAQ — Manual receipt still pending, Notification triage — Step 4, Bookings > Transactions — Row actions, Payment Allocation — Pending manual approval
Payment overdue alerts (in-app)Payments category overdue chargesHandling a Late Payment — Step 1, Finance — Tenant category filter
Open the related booking, tenant, or listingRow-click navigation from General rowsFAQ — Notification row-click navigation, Glossary — Notification row navigation, Notification triage — Step 4, Deep Links — Notifications, Dashboard — Notifications bell (desktop), Handling a Late Payment — Step 1
Interface Overview — List load and read actionsList refresh and read toastsGlossary — Notification read actions, FAQ — list page refresh
Read status and list queriesAll / Unread / Read pills and infinite scrollSettings > Interface Language — Your in-app notifications
Notification TypesCategory reference for bell and module rowsBookings module, Operations — Tickets tab
Deeper workflow readsStep-by-step procedures in this moduleCommon Workflows hub subsection index, Notification triage
Lockout catch-up after password recoverySign-in restored; module backlog accumulatedCommon Workflows — Lockout catch-up, Getting Started — Lockout catch-up, Resetting a Management User Password — Step 3
Pending manual receipt approvalRecorded bank transfers still pending until Approve paymentsCommon Workflows — Pending manual receipt approval, Finance — Pending manual payments, FAQ — Manual receipt still pending
Reject/revert mistaken receiptsDuplicate or wrong-booking receipts after ApproveCommon Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts, Glossary — Credit note (payment reject/revert)
Confirmation alert triageUpcoming Booking created / Payment received row-clickCommon Workflows — Confirmation alert triage, Notification triage — Confirmation alert triage, FAQ — Processing a New Booking hub (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4)
Booking sidebar tab refreshPayment alert row-click; Communication / Tickets tab redCommon Workflows — Booking sidebar tab refresh, Notification triage — Step 4, FAQ — Communication or Tickets won't open (notifications-row-navigate-to-booking-detail.png, bookings-detail-communication-tab-whatsapp-thread.png)
Portfolio segmentation by tenant categoryReview one tenant segment across modulesCommon Workflows — Portfolio segmentation, Settings > Tenant categories, Finance — Tenant category filter, Tenants — Tenant category filter
Finance debt receivables triagePayments alert batches before portfolio Debt Aging when you need ranked debtorsCommon Workflows — Finance debt receivables triage, Finance — Finance debt receivables triage, FAQ — Finance debt receivables triage hub, Payment alert to receivables triage, Payment overdue alerts (in-app) (finance-overview-debt-aging-expanded-bucket.png, finance-overview-debt-aging-walkthrough-flow.mp4)
Finance Income status drill-downPayments alert batches before you read Income segments for portfolio rankCommon Workflows — Finance Income status drill-down, Finance — Income status drill-down, FAQ — Finance Income status drill-down hub, Payment alert to receivables triage, Payment overdue alerts (in-app) (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4)
Cash flow forecast drill-downPayments alert batches before you read Cash flow forecast collections historyCommon Workflows — Cash flow forecast drill-down, Finance Income status drill-down, Finance — Income chart and cash flow forecast, FAQ — Cash flow forecast drill-down hub, Payment alert to receivables triage, Payment overdue alerts (in-app) (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-day-view.png, finance-overview-cash-flow-drill-down-flow.mp4)
Notifications section cross-referencePer-section pairing matrixModule cross-reference, Inbox guide subsection index

Notifications section cross-reference​

Use the sections above for this module. Related pages are linked from Related below when present, or from Modules.

Pair with other Notifications module guide sections

Related below links this module to settings, concepts, workflows, and escalation paths.

Documentation map & escalation​

Upstream & downstream workflows​

Deeper workflow reads​

See Upstream & downstream workflows above for the same guides.

Settings that shape Notifications​

Deeper concept reads​

  • Automation & AI — Communication Rules and chatbot channels that generate some rows surfaced here
  • Integrations (concept) — Channel import alerts that sometimes precede payment notifications
  • Booking Lifecycle — Computed Upcoming → Ongoing → Ended / Canceled status model, list filters, and Timeline
  • Services Marketplace — Service requests alerts after portal orders need operator approval on Settings → Services
  • Landlord MCP — External automation that may triage the same alert categories before row-click navigation

Operator modules (pairing surfaces)​

Operator habit hubs​

Day-to-day operator habits (lockout catch-up, pending receipts, payment triage, handoffs, and related playbooks) live on the Common Workflows habit hub.

Deep-link anchors for habit hubs

Lockout catch-up after password recovery​

Pending manual receipt approval​

Reject/revert mistaken receipts​

Check-out ledger cleanup before refund​

Utility overage collections​

Cancellation collections before void​

Check-out collections before refund​

Handling a Late Payment collections​

Check-out vs cancellation​

Deposit missing on Finance Deposits​

Notification row-click navigation​

Payment alert to receivables triage​

Month-end invoicing (fixed date)​

Bulk Hostkit invoicing​

Partly collected security deposit​

Finance debt receivables triage​

Finance Income status drill-down​

Cash flow forecast drill-down​

Confirmation alert triage​

New inventory to first booking handoff​

Property setup to first arrival handoff​

Confirmation to check-in handoff​

Check-in to check-out handoff​

Check-out final utilities handoff​

Same-day turnover coordination​

Occupancy KPI to block hygiene handoff​

WhatsApp per-booking messaging​

Bot reasoning (audit)​

ChatBot settings​

Rent reduction after invoicing​

Portfolio segmentation by tenant category​

Directory list refresh​

When the notifications list needs a refresh, use Retry — or reload the page. Zero rows after a successful load means your filters matched nothing — widen search or switch pills.

See FAQ — Directory list refresh and Glossary — Directory list refresh.

Booking sidebar tab refresh​

If Communication or Tickets needs a refresh inside a booking opened from this module, use header Refresh or banner Retry. Other booking tabs stay usable.

See FAQ — Communication or Tickets won't open and Bookings — Sidebar tab refresh.

Key glossary terms​

API & companion guides​

Module documentation hubs​

  • Notifications module — Full /notifications history with search, filters, and row-click navigation (this page)
  • Utilities module — Bills Included ceiling model, Connections, AI bill upload, and tenant overage charges on payment plans (hub)
  • Operations module — Maintenance tickets, cash flows, check-in/out coordination, Draft ticket queues, and linked cash flows (hub)
  • Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot with bell notification triage (hub)
  • Analytics module — Month-range portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with rankings and heatmaps (hub)
  • Listings module — Property wizard, Channels tab, Archived inventory, and unit management (hub)
  • Properties workspace — Legacy /properties URL redirects into Listings (hub)
  • Booking engine details — Rich marketplace payload editor via the Full integration pill (hub)
  • Finance module — Portfolio ledgers (Overview, Income, Contract Values, Transactions, Payouts, Deposits) with payment approval and deposit settlement (hub)
  • Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand for linked bookings (hub)
  • Sales module — Portfolio availability, monthly rent editing, and channel manager connections (hub)
  • Inbox module — Portfolio-wide WhatsApp workspace with Dashboard bell Inbox sub-tab deep links (hub)
  • AI Chat module — AI Assistant using Landlord MCP tools for portfolio Q&A (hub)
  • Audit module — Portfolio-wide Manual Blocks and Discounts contract-value review (hub)
  • Account Settings — Workspace-wide financial policies, templates, integrations, and operational defaults (hub)
  • API Reference hub — Partner HTTP contracts, Swagger onboarding, and partial vs full feeds (hub)