Can I Get Notified When a New Client Requests an Account?

In our system, there is currently no option to enable notifications specifically for new client account requests. To stay updated on new account requests, you will need to manually navigate to the Dashboard and check under the "New Portal Accounts" section. This is where all new account requests in the system will be displayed.

However, you can set up notifications for new appointments. This ensures that you stay informed about your upcoming schedule without needing to manually check the system for every detail.