> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Choose which emails you get

> Turn off product, marketing and login emails sent to you personally — and tell them apart from a workspace's own notification settings.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Anyone with an account" />

Three switches control the email ClinikEHR sends **to you as a person**, in every workspace you belong to. They are not the same as the notification settings inside a clinic, and mixing the two up is the single most common reason people say "I turned it off and it still arrives".

<Path steps={['Your avatar', 'Profile and Settings']} />

<TaskHeader before="Nothing" time="1 minute" after="Only the email you actually want, across every workspace" />

## The three personal switches

They are deliberately on three different tabs, because they mean three different things.

| Switch                       | Tab               | What it stops                                                |
| ---------------------------- | ----------------- | ------------------------------------------------------------ |
| **Product & account emails** | **Notifications** | Product updates, tips and account notices                    |
| **Marketing Emails**         | **Account**       | Emails about new features and promotions                     |
| **Login Notifications**      | **Security**      | The alert when your account is signed in to (off by default) |

<Steps>
  <Step title="Set Product & account emails">
    Open the **Notifications** tab, headed **Notification Preferences** over "Manage the emails you receive from ClinikEHR." The switch reads:

    > **Product & account emails** — Product updates, tips, and account notices. Turn this off to stop all non-essential email. Security alerts, password resets, and receipts are always sent.

    Select **Update Notification Settings**.
  </Step>

  <Step title="Set Marketing Emails">
    Open the **Account** tab and find **Marketing Emails** — "Receive emails about new features and promotions." Select **Update Account & Credentials** to save it, along with anything else on that tab.
  </Step>

  <Step title="Set Login Notifications">
    Open the **Security** tab and switch **Login Notifications** on if you want an email with the time, device and IP address whenever your account is signed in to. Select **Update Security Settings**.
  </Step>
</Steps>

## What you can never switch off

Transactional email always arrives, whatever these switches say: **security alerts**, **password resets** and **receipts**. Those are the messages that prove something happened to your account or your money, so there is no opt-out for them.

## Your switches are not the workspace's switches

This is the part worth getting right. There are four separate places notification preferences live, and each one governs a different recipient.

| Where                                                                    | Who sets it         | Who it affects                                                        |
| ------------------------------------------------------------------------ | ------------------- | --------------------------------------------------------------------- |
| **Your account settings** — the three switches above                     | You                 | Email to **you as a person**, in every workspace                      |
| Clinic Settings → **Notification Preferences** → **Email notifications** | An owner or manager | The master switch for **all** non-essential email from that workspace |
| The per-category switches in the same card                               | An owner or manager | In-app notifications and workspace email, per category                |
| The patient or customer record                                           | Any staff member    | What **the patient** receives — reminders and confirmations           |

So if a colleague's appointment reminders are still going out after you switched off your own product emails, that is the workspace's setting, not yours. See [Notification settings](/platform/settings/notifications).

<Note>
  The **Notifications** tab points at this itself: "Marketing & promotional email preferences live on the Account tab, and login-alert preferences on the Security tab."
</Note>

## The workspace's categories, in brief

For context when you go looking: a workspace's notification card holds a master **Email notifications** switch — "Master switch for all clinic emails. Turn off to pause non-essential email." — over per-category switches for **Appointment**, **Patient**, **Staff**, **Billing**, **Subscription**, **Document**, **Insurance** and **System**, plus **Achievement emails** ("Milestone badges, tier-ups, and your clinic's trophy case") and **Daily operational digests** ("Morning owner summaries for inventory, pharmacy, and lab").

Two things to know about that card:

* **System cannot be switched off** — "System notifications cannot be disabled as they contain important updates about your clinic."
* The category list adapts to your edition, so you only see categories that apply to your kind of business.

## Check it worked

* Reopen each tab: the switches hold the position you left them in.
* Give it a working day. Product and marketing email is periodic, so the real test is the absence of the next one, not an immediate change.
* With **Login Notifications** on, sign out and back in — the alert email should arrive within a minute.

## If something goes wrong

<AccordionGroup>
  <Accordion title="I turned everything off and email still arrives">
    Check what kind it is. Receipts, password resets and security alerts are always sent. Appointment, billing and staff notices come from a **workspace**, and are switched off in that workspace's [notification settings](/platform/settings/notifications), not here.
  </Accordion>

  <Accordion title="I only want to stop email from one clinic">
    The personal switches are all-or-nothing across every workspace. To silence one workspace only, ask its owner to switch off the categories you do not need there.
  </Accordion>

  <Accordion title="Nothing arrives at all, even receipts">
    Check your spam folder and any mail rules first, then confirm the email on your [profile](/platform/account/profile) is the address you are watching.
  </Accordion>

  <Accordion title="Failed to update notification settings. Please try again.">
    The save did not reach us. Check your connection and select the update button again.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Workspace notification settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bell.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e54c2cf755575f796a64e098e2f11de9" href="/platform/settings/notifications" width="24" height="24" data-path="images/icons/bell.svg">
    The master switch and per-category switches an owner controls.
  </Card>

  <Card title="Secure your account" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/lock.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=9512445b0046e5e80544ac73574ce9e1" href="/platform/account/security" width="24" height="24" data-path="images/icons/lock.svg">
    Where the login-alert switch lives, alongside two-factor and passkeys.
  </Card>
</Columns>

<StillStuck />
