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How Notifications Work in Hona

Use this article to understand how automated notifications work in Hona — including when they send, how phase mapping affects them, what the project-level toggles control, and what happens when a case is archived.

Written by Tristan Wright

What this article helps with: Understanding how Hona sends automated notifications to clients — including the timing of syncs and notification delivery, how phase mapping affects what notifications go out, and how to use project-level toggles to control notifications on individual cases.

Who this is for: Firm staff who configure or manage client notifications in Hona.

When not to use this article: If you're not receiving business user notifications yourself (not client notifications), see Notification Settings - Troubleshooting or Configuring Business User Notification Settings. If you want to turn off notifications for a specific client, see How to Disable Hona Client Notifications.


Notification Timing

  • Daily Sync: Hona runs a nightly data sync at 12:00 AM (midnight) PST.

  • Delivery Window: Automated notifications are sent out the following business day after the sync at 8 AM PST, unless otherwise configured in Company Settings → Company Info using the Company Timezone & Notification Settings.

  • No Weekend Automated Messages: Automated notifications are not delivered on Saturdays or Sundays, even if changes occur on those days. Updates made over the weekend will be queued for delivery on Monday. (2-Way text messages will send as usual regardless of day.)


Phase Mapping and Message Behavior

  • Mapped Phases: Notifications are tied to the phases that are mapped in Project Types.

  • Unmapped Phase Behavior: If you move a case to a phase that doesn't contain mapping, the case will:

    • Remain in the last valid mapped phase

    • Continue receiving drip notifications associated with that prior phase


Project Toggles and Controls

Within each project, you can enable or disable specific types of notifications:

  • New Project Notification Toggle: Controls whether a message is sent when a case is first created in the project.

  • Phase Change Notification Toggle: Controls whether clients receive messages when their case moves into a new phase.


Archived Cases

  • When a case is archived, it is excluded from all future automations and notifications.

  • This ensures that clients associated with closed cases do not receive unintended messages.


Summary

Action

Notification

Sync Time

Nightly at 12:00 AM PST

Messages Sent

Next business day

Weekend Messages

Not sent

Phase Not Mapped

Case stays in old phase; Drip Notifications continue

Archive Case

Messages stop completely

Toggles

Control for new case and phase change messages


If you have any questions or need assistance configuring your notification settings, please reach out to our support team at [email protected].

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