How to Edit a Client’s Marketing Preferences

You may have a client who doesn’t want to receive SMS Marketing but they love getting their appointment reminders.  Or maybe they want email and SMS marketing but that’s all.

To setup their preference simply head to:

  • Select the Clients Menu
  • Search the Client’s name
  • Press the Add/Edit tab
  • Scroll the page down to Marketing Permissions
  • Click on the down arrow to view/hide marketing permissions.
  • Tick and untick the options that your client requests

Note: if a client replies STOP to any marketing it will automatically untick the appropriate tab in their marketing options.