Automate real-time alerts for new, reduced, or sold listings to keep your team informed and ahead of the market.
Setting up your alerts is a breeze. Just follow these steps:
Open Settings: Navigate to your Settings tab in the top-right corner of ClientBAY.
Access Notifications: Select Listing Notifications from the menu. This opens your central dashboard.
Start a New Rule: Click the blue + Create Notification button in the top right.
Define the Basics:
Title: Give your alert a friendly, recognizable name (e.g., "Daily Sold Listings Report").
Type: Choose the event type (New, Reduced, or Sold) from the dropdown menu.
Set Your Logistics:
Schedule: Designate exactly which days and times these notifications should land in the inbox.
Recipients: Select who gets the update. You can choose by specific groups or by access level/location.
Save: Once everything looks correct, click Save. ✅
Need to tweak an existing alert? Your Listing Notifications Dashboard is your command center.
Edit or Delete: Simply locate the notification you want to change, click the three-dot (⋮) action button, and select your preferred action.
💡 Pro Tip: You aren't limited to just one rule! You can create multiple notifications to keep different departments in the loop—like a "New Listing" alert for your Sales team and a "Sold Listing" report for your Admin staff.
Can I set up multiple notifications? Yes! Feel free to create as many as you need.
What if I don't see the "Listing Notifications" option? This feature is restricted to Admin-level accounts. If you don't see the tab, please check your permissions or reach out to your account lead.