Notifications and Reminders

Gilded keeps you informed when things happen with your documents and payments. You get notified when a client views a proposal, signs a contract, or makes a payment — so you can respond quickly without constantly checking the app.

What Triggers a Notification

You receive notifications for key events in your workflow:

• Document viewed — a client opened your proposal or contract link
• Document approved — a client clicked "I'd Like to Move Forward" on a proposal
• Document signed — a client (or all parties) completed signing a contract
• Payment received — a client made a deposit or balance payment
• Intake form submitted — a client filled in their event details

Each notification tells you which client and event it relates to, so you have context immediately.

Email and SMS

Notifications are delivered by both email and SMS, depending on your preferences.

• Email notifications go to the email address on your profile. They include links back to the relevant event in Gilded.
• SMS notifications go to the phone number on your profile. These are shorter — just the key facts so you know what happened.

You can enable or disable each channel independently. Some planners prefer email only during business hours and SMS for urgent items like signatures and payments. Set it up however works best for your workflow.

Managing Your Preferences

Go to Settings in the sidebar and look for the notification preferences section. Here you can:

• Toggle email notifications on or off
• Toggle SMS notifications on or off
• Choose which events trigger notifications

Changes take effect immediately. You will not receive a notification for events you have turned off, but the activity still logs in the event timeline — you can always check there.

Automated Reminders (Pro and Team)

Pro and Team plans include automated reminders that follow up with clients on your behalf. If a client has not viewed or signed a document after a set period, Gilded sends them a gentle reminder email automatically.

You do not need to manually track who has gone quiet. The reminders handle the nudging so you can focus on your actual work.

Automated reminders are only sent for documents that are still awaiting action — if the client has already viewed, approved, or signed, no reminder goes out.

What Clients Receive

Your clients receive emails at key points too:

• When you send them a document (proposal, contract, or combined)
• When a payment is requested
• When a reminder is triggered (Pro and Team)

These emails come branded with your business name and include a direct link to take action. Clients never need to create an account or log in.

Tips

• Keep SMS on for signatures and payments. These are the moments where fast follow-up makes the biggest difference.
• Check the event timeline. Even if you have notifications turned off for certain events, the activity timeline on the event detail page always has the full history.
• Let reminders do the work. If you are on Pro or Team, trust the automated reminders instead of sending manual follow-ups. They are timed and worded to feel natural, not pushy.