Elevate (Legacy Pro) differs from other RxTro plans because notifications are enabled by default. This feature is designed to help you identify earlier opportunities and bring bookings forward.

Below is a guide to understanding and managing Elevate effectively.
 

Notification Scope

• You will only receive notifications for users who are part of your assigned territory. 

• This ensures all alerts are relevant and aligned with your coverage area.

Managing Notification Volume

If you are receiving too many notifications, you can customise them at an individual customer level:

• Navigate to the My Customers tab

• Select the relevant customer & click 'Options'

• Adjust notification settings based on your preferences

This allows you to control alert volume without losing visibility where it matters.

Cancellation Notifications

Notifications are triggered only when a cancellation occurs earlier than your next booked appointment.

Examples:

• If you have an appointment booked in April and a cancellation occurs in May, you will not receive a notification.

• If a cancellation occurs in February, you will receive a notification, as this creates an opportunity to move your appointment forward.

Best Practices

To get the most value from Elevate:

• Ensure you always have future appointments booked with your customers

• For customers you do not plan to meet:

  • Turn off notifications, or

  • Remove them from your customer list

Evidence shows that users who actively manage their notifications and appointments are able to bring bookings forward by an average of 60 days.