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How to set individual client communication preferences

When one client wants emails and another wants SMS global settings just don't cut it. Now you and your clients can set their individual communication preferences.

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Written by Alex Forde
Updated over a month ago

Managing individual client notification preferences can be done by the client themselves through the mobile app or by your team via their client profile.

Client's can set preferences for push notifications, email and SMS notifications for appointments, classes, and marketing, allowing each client to receive information in the way that works best for them.

TIP These preferences apply to marketing emails, automated sequences, booking and reminder confirmations and cancellation and DNA notifications.

They do not impact transaction notifications such as invoicing, forgot password emails or payment failures.

To set communication preferences for a client, start by going to clients and selecting the profile of the client you’d like to update.

From the client’s profile, click on the communications tab.

Once you are in the communication preferences section, you will see options to turn email, SMS, and push notifications on or off for appointments, classes and marketing.

You can choose which channels to enable or disable based on the client’s needs. For example, you might decide to turn on both email and SMS for appointment reminders but disable them for marketing.

If a button is green, it means that preference is turned on and the client will receive messages through that channel. If it is turned off, the client will not receive notifications for that category.

💡 TIP: Clients also have the option to manage their own preferences directly from the mobile app, giving them flexibility to update how they receive communications anytime.

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