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How do I manage client notifications and marketing preferences?

Keep your clients posted with information about their appointments and any marketing campaigns you have. Use the client’s profile to manage and edit their notifications and marketing preferences in just a few steps. 

  1. Go to your Client list and select a client.
  2. Click the three dots and select Edit details.
  3. Under Client notifications, use the toggle to enable text and email notifications according to the client’s preferences. 
  4. If you would like your client to receive marketing notifications, use the toggles under Marketing notifications to opt-in.
  5. You can also set the Preferred language for your client’s notifications, using the drop-down menu.
  6. Click Save.

Click here to learn how to set up and view your client's automated messages.

NOTE:

  • If your client decides to turn off their notification and marketing preferences, they will not receive any text communications from you.
  • It’s a good idea to review and update your client list before sending any communications to your clients. Make sure your messages are providing the right information and promotions to the right people.

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