Updates tied to real events
Send configured communication for supported appointment, estimate, invoice, order, package and project moments.
Notifications
Customer and Business Notifications for Supported Events
Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.
Business outcomes
Keep important updates tied to the work that triggered them
Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.
Channel choice with safeguards
Use email or approved WhatsApp templates only where the event, audience and business setup support them.
Visible communication control
Review preferences and delivery history while keeping paid WhatsApp usage subject to credits and provider rules.
Business and customer context
Keep eligible customer-facing updates and important team notifications connected to the underlying work.
Connected workflow
Choose a supported event, audience and ready communication channel
The module fits the daily sequence your team already needs to complete.
Choose supported events
Enable only the appointment, estimate, invoice, order, package or project updates that matter to the business.
Set audiences and channels
Use the available customer or business audience and select email or WhatsApp where supported.
Meet channel requirements
WhatsApp delivery requires a valid recipient, an eligible approved template, provider readiness and applicable credits.
Review communication
Use notification history to understand what was prepared and delivered for the related business event.
Practical uses
Use transactional updates for specific customer and team moments
Appointment reminder
Remind customers before scheduled service slots.
Estimate and invoice update
Share an estimate or send configured invoice-created and verified-payment communication.
Order or package update
Keep customers informed about supported order changes, low balances or expiry reminders where enabled.
Notifications in Yepsta
Preferences and delivery history with the right event context
Yepsta presents only active, connected notification events. Actual delivery depends on the saved preference, valid recipient, enabled channel and applicable provider requirements.
Continue exploring
Connect this workflow to related modules and service businesses.
Projects & Client Delivery
Connect this module to milestones, client approvals, project billing and controlled delivery.
Appointments
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
Yepsta Pay
Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.
Customer CRM
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
Campaign module
Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.
Creator and content studios
Support configured project updates and review requests.
Coaches and consultants
Keep session and client-action communication connected.
Salon software
Support appointment and follow-up communication.
All Yepsta features
Browse the complete connected Business OS feature directory.
Notifications FAQ
Supported events, channel readiness and delivery questions
Which notification channels does Yepsta support?+
Yepsta supports email and approved WhatsApp Business API communication for events and audiences where the channel is available and configured.
Which customer events can be configured?+
Confirmed examples include appointment booking, reminders, reschedules and cancellations; estimate sharing; invoice creation and verified payment; store-order updates; package reminders; and selected project actions. Availability can differ by event and audience.
Are all notifications automatic by default?+
No. Preferences vary by event and channel, and many WhatsApp or newer project events start off until the business explicitly enables a ready configuration.
What is required for a WhatsApp notification?+
The event and audience must support WhatsApp, the business preference must be enabled, the recipient must be valid, an eligible approved template must be mapped, the provider must be ready and applicable credits must be available.
Are communication charges included in the subscription?+
Usage-based WhatsApp Business API and other third-party communication charges are separate where applicable, with credits and provider rules governing usage.
Can the business review notification history?+
Yes. Authorised users can review communication history connected to the relevant customer or business event.
See the workflow in context