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Emails and notifications

HelloSetter emails the right person when something needs them, and keeps a list in the dashboard too.

Who gets which email

  1. A visit is booked, cancelled or changed: the homeowner, the sales agent and the owner.
  2. Leads need a person: owners, managers and call-center logins, every 15 minutes when there are new ones.
  3. A lead source goes quiet: owners, when an active source sends no leads for 7 days.
  4. Billing: owners get the payment link, a receipt, and a note if a payment fails.
  5. New login: the new teammate gets a link to set their password.

In the dashboard

The bell and the Notifications page list the latest events: new leads, bookings, calls that failed and more.

Not getting emails?

  1. Check your spam folder. Our emails come from hello@hellosetter.com.
  2. Add that address to your contacts so future emails land in your inbox.
  3. Replies go to team@hellosetter.com, so you can answer any email to reach us.

Related guides

TroubleshootingConnect your lead sources

Stuck? Use the chat bubble at the bottom right, email team@hellosetter.com, or open a ticket from Support in your dashboard.