Choose how often to notify your clients

In client settings in Uncat, you can choose how often your clients should be notified about un categorized transactions. The default cadence is to notify clients weekly. That tends to work better than a monthly notification because the client can more easily remember recent transactions. If you have a preference, you can choose which day or days of the week your client should be notified. Your client will be notified by email that includes their magic link so that all they need to do is click the link to go straight to their Uncat dashboard. No login required. You can also add a phone number for any client user and that user will receive a text message notification with their magic link. If there are no pending transactions or requests for your client and Uncat, then we will not send a notification. You can click the Notify Now button on the dashboard to notify all the client users for a given client, or you can click Notify Now in Client User Settings to notify a specific user. There is also a button to copy the Magic Link for a specific user if you want to send it to the client in your own email message.