By default, each Client is set up to receive text message reminders, review request emails, and Campaign and Autopilot emails if the features are activated within your Business Profile.
If a Client requests to not receive any of the aforementioned messages, you can deactivate each on a per Client basis.
To edit a Client's Message Settings, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Select the three horizontal dotes at the top of their record to expand the menu.
- Select Message Settings.
- Uncheck any of the following based on the Client's preferences:
- Text Messages if the Client doesn't want to receive appointment reminders via text.
- Review Requests if the Client doesn't want to receive an email requesting to rate their appointment.
- Email Campaigns if the Client doesn't want to receive Campaign and Autopilot emails sent from your Business.
- Intake Form if the client doesn't want to receive Intake Form emails sent from your business.
- Select Save.
- Select Save again on the Details page to save changes and close the client's record.
Notes:
- A Client can also unsubscribe from Campaigns and Autopilots on their own via any of those emails they receive.
- A client's Message Settings can only be edited through the desktop version of the software.
- Flagged Clients will not receive Campaign emails. However, the Campaign box will still be checked in their Message Settings.
- Changes to Message Settings will not be saved if the Save option is not selected on the Client's Details page.
View the Mobile App Directions here: Deactivating Message Settings per Client (Mobile).