> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/flex-modes/save-and-share-your-work/manage-subscriptions.md). # Manage subscriptions Stay on top of important changes and keep track of performance targets by subscribing to favorites and alerts. {% hint style="info" %} User permissions: **Favorites** > **Subscribe** to subscribe to favorites and alerts {% endhint %} Phocas sends subscription emails to the address in your account settings.

You can subscribe yourself to favorites and alerts. Sharing an item doesn't subscribe anyone automatically. {% hint style="success" %} These instructions show the main way to complete each task. You might also see shortcuts in other parts of Phocas, such as the blue arrow next to a favorite or alert name. {% endhint %} ## Subscribe You can subscribe to a favorite or alert from your homepage or when you have the favorite or alert open. #### From your homepage 1. On your [homepage](/basics/getting-started/homepage.md), locate the favorite or alert, click its menu button, then click **Subscribe**. 2. [Set up the subscription](#understand-the-subscription-settings), then click **Save**. #### From the favorite 1. Open the favorite. 2. Click the **Favorite controls** ![](https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FOyOcYX53cDucc1gLLQoG%2Fimage.png?alt=media\&token=33e4ab30-8879-4100-a0c3-2bbd755b372a) button > **Create Subscription**. 3. [Set up the subscription](#understand-the-subscription-settings), then click **Save**.

#### From the alert When [creating or updating an alert](/flex-modes/save-and-share-your-work/use-alerts.md), select **Email** as the delivery method to create a subscription. Use the subscription settings below to choose how and when you want to receive the email.

## Understand the subscription settings Select how and when you want to receive the subscription emails.


Option	Details
Delivery method	Currently, email is the only option.
Delivery format	The email always includes a Link that opens the favorite in Phocas. Keep the email as link-only or add a CSV or XLSX attachment. Favorites and alerts on the same schedule are grouped into one email. Attached files are grouped into a ZIP file.
Schedules	Select Monthly, Weekly or Daily and specify the month or day as applicable. Weekly subscriptions are sent every Monday by default. For monthly schedules, you can select a calendar day, such as Day 2, or a relative day, such as the first, second, third, fourth, or last Tuesday of the month. Monthly subscriptions are sent on the selected day and time. If the day doesn't exist, they are sent on the last day of the month. Select the delivery time for when you want to receive the email. The default delivery window is between 9:00 am and 10:00 am. Delivery times use the timezone in your account settings. Emails might arrive up to an hour after the selected time. Add multiple schedules for delivery at different times: Click Add another schedule, select your preferences, then click Add. Edit or delete each schedule individually.
Only deliver when there are results	Select this checkbox if you only want emails when results exist.

{% hint style="success" %} Click **Test** to send yourself a test email and preview the subscription now. {% endhint %} ## Update a subscription 1. Open subscription settings in one of these ways: * **From your homepage**: Locate the subscription and click its menu button > **Manage subscription**. * **From the favorite**: Open the favorite, then click **Favorite controls** > **Update Subscription**. * **From the alert**: Open the alert, then click **Alert controls** > **Update alert**. The subscription settings are under **Delivery method**. * **From the subscription email**: Click **Manage subscriptions** or **Manage alerts** to open the **Subscriptions** tab on your homepage. Locate the subscription and click its menu button > **Manage subscription**. 2. Edit the subscription settings as required, then click **Update**.

## Unsubscribe To unsubscribe within Phocas: * **From a favorite:** Open the subscription settings using one of the methods explained in **Update a subscription**, then click **Unsubscribe**. * **From an alert:** Open the alert settings and clear **Email** under **Delivery method**. To unsubscribe directly from a subscription email, click **Click here to unsubscribe**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/flex-modes/save-and-share-your-work/manage-subscriptions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.