HelpFor everyone
Emails and notifications
HelloSetter emails the right person when something needs them, and keeps a list in the dashboard too.
Who gets which email
- A visit is booked, cancelled or changed: the homeowner, the sales agent and the owner.
- Leads need a person: owners, managers and call-center logins, every 15 minutes when there are new ones.
- A lead source goes quiet: owners, when an active source sends no leads for 7 days.
- Billing: owners get the payment link, a receipt, and a note if a payment fails.
- 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?
- Check your spam folder. Our emails come from hello@hellosetter.com.
- Add that address to your contacts so future emails land in your inbox.
- Replies go to team@hellosetter.com, so you can answer any email to reach us.
Related guides
Stuck? Use the chat bubble at the bottom right, email team@hellosetter.com, or open a ticket from Support in your dashboard.