Edit or remove a notification recipient

Update a recipient's name, email, or notification preferences — or remove them from the list when they shouldn't be receiving notifications anymore.

Edit a recipient

1. Go to Setup → Notifications.
2. Click the edit (pencil) icon on the row.
3. Change the Name or Email, and toggle individual notification types on or off below the row.
4. Click the check (save) icon. You'll see "Recipient updated".
5. To exit without saving, click the × icon.

Remove a recipient

1. Go to Setup → Notifications.
2. Click the trash icon on the row.
3. Confirm in the dialog.

The recipient is removed from the list and stops receiving notifications immediately.

Tips & things to watch for

• The save (check) button is only enabled when you've made a change.
• You can't have an empty practice — at least one recipient should typically remain so important notifications aren't missed. The portal does not enforce this; it's a best practice.
• If you remove the primary contact, set a new primary contact afterwards. See Set the primary contact for product updates.
• For a teammate who has left, also consider whether they need to be removed as a portal user. Notification recipients and portal users are separate lists. See Remove a teammate's access.

Related articles

• Add an email address to receive booking notifications
• Choose which notifications a recipient receives
• Set the primary contact for product updates