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Notifications & CRM Specification

Status: Canonical Last Updated: 2026-05-11 Source: Schema tables, packages/backend/convex/domains/notifications.ts, packages/backend/convex/domains/crm.ts
Doc Status: Excellent | ✓ All 6 checks passed

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Overview

Notifications are sent via Email, WhatsApp, and in-app alerts. Email and WhatsApp use external integrations (SMTP and WhatsApp API), while in-app notifications are stored in the notifications table and displayed in the admin dashboard bell.
  • Tech Stack — External integrations (email, WhatsApp, Zoho)
  • Data Model — notifications, notificationLogs, zohoSyncLogs tables
  • Booking Flow — Confirmation triggers notification
  • Payments — Payment success triggers notifications
  • Admin Dashboard — Notification bell in admin dashboard
  • Staff POS — ORDER_READY notifications for kitchen
  • User Stories — US-S05 covers staff notifications

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Notification Types

TypeChannelTrigger
EMAIL_CONFIRMATIONEmailPayment success
EMAIL_CANCELLATIONEmailReservation cancelled
WHATSAPP_CONFIRMATIONWhatsAppPayment success
EMAIL_ADMIN_NEW_BOOKINGEmailNew reservation created

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Notification Flow

  1. Event occurs (payment, booking, etc.)
  2. Create notification record in notifications table
  3. notificationLogs tracks delivery
  4. Email/WhatsApp sent via integrations
  5. Status updated: SUCCESS or FAILED

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Email Integration

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Configuration

npx convex env set SMTP_HOST your-smtp-host
npx convex env set SMTP_PORT 587
npx convex env set SMTP_USER your-user
npx convex env set SMTP_PASSWORD your-password

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Email Templates

  • Confirmation: Booking details, QR code, add to calendar
  • Cancellation: Refund info, cancellation confirmation
  • Admin alert: New booking notification

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Template Variables

  • {{customerName}}
  • {{showTitle}}
  • {{eventDate}}
  • {{eventTime}}
  • {{ticketType}}
  • {{quantity}}
  • {{totalAmount}}
  • {{qrCodeUrl}}

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WhatsApp Integration

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Configuration

npx convex env set WHATSAPP_API_KEY your-api-key
npx convex env set WHATSAPP_PHONE_NUMBER your-phone

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Message Templates

  • Booking confirmation with date/time
  • Reminder (24h before event)
  • Cancellation confirmation

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Zoho CRM Integration

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Purpose

  • Create contact on booking
  • Create deal linked to contact
  • Create invoice on payment

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Configuration

npx convex env set ZOHO_CLIENT_ID your-client-id
npx convex env set ZOHO_CLIENT_SECRET your-secret
npx convex env set ZOHO_REFRESH_TOKEN your-refresh-token
npx convex env set ZOHO_ORGANIZATION_ID your-org-id

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Sync Log

All Zoho operations logged in zohoSyncLogs table:
  • CONTACT_UPSERT
  • DEAL_CREATE
  • INVOICE_CREATE
  • INVOICE_MARK_PAID

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Staff Notifications

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In-App

Displayed in dashboard notification bell:
  • ORDER_READY: Kitchen order complete
  • NEW_RESERVATION: New booking
  • EXPERIENCE_REMINDER: Tomorrow’s event
  • ALERT: Attention needed

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Notification Card

  • Type icon
  • Title
  • Message
  • Timestamp
  • Read/unread state

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Admin Dashboard Notifications

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Bell Icon

  • Shows unread count
  • Dropdown list of recent
  • Click — mark as read

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Types Displayed

  • New reservations
  • Order ready alerts
  • System alerts
  • Challenge submissions