How do I manage client notifications and marketing preferences?

Your clients have complete control of their notification preferences in the Settings tab of their account but you can edit and update their notification and marketing preferences from their client profile.

To update a client’s marketing preferences:

  1. Go to Clients and select the client whose preferences you want to update.
  2. Click More and select Edit profile.
  3. Scroll down to Client Notifications and select the toggle enable.png next to the notification/s they’d like to receive.
  4. To opt into marketing notifications, click enable.png next to Client accepts marketing notifications.
  5. Save changes.

NOTE: It’s a good idea to review and update your client list before sending any client notifications or marketing communications to make sure your messages are providing the right information and promotions to the right people. 

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