How do I change a client's opt-in status in order to receive Marketing campaigns?

In this article, you will learn how to manage a client's opt-in preferences for marketing and transactional messages.

Note: You should receive consent from your client before opting them in to receive marketing messages.

Marketing Consent for a Newly Added Client

When you add a new client when creating a booking, a prompt will appear to get marketing consent. 

• Not now: Ask the client next time to make a choice of opt in/opt out.
• Opt out: Opt the client out of SMS and email marketing.
• Opt in: Opt the client into SMS and email marketing.

Choose the client's preference in the dropdown menu.

Marketing Consent on the Client Card

You can update a client's marketing consent directly on their client card by going to Clients > Search for and click on the client > Scroll down to Notifications.

Opting Out

All marketing messages you send will automatically include an option for the client to update their contact preferences, so your clients can unsubscribe from any marketing SMS or emails you send if they want to.