Managing a client's reminder preferences

Managing a client's reminder preferences

Some clients prefer not to receive reminders.  Other clients may prefer to receive only certain types of reminders such as email or phone, but not text (SMS) or mail.  Rather than having to manually adjust reminders based on a client's specific preference, you set that client's reminder preferences in the client's profile. These preferences will automatically override the reminder settings specified by the actions for the applicable inventory item (for more information about actions, see working with actions).

To set a client's reminder preferences:
  1. Navigate to the applicable client's profile (see finding clients for more information)
  2. Click "edit profile"
  3. The client's existing reminder preferences will appear in the "reminders" field.  Click the "x" to remove a reminder type.  Click on the field to add a new reminder preference.
  4. Click "Save + Done"
The "mail" reminder type will only appear if the client's address is provided.  The "email" reminder type will only appear if the client's email address is provided.  The "phone" reminder type will only appear if the client's home phone is provided.  The "SMS (text)" reminder type will only appear if the client's mobile number is provided and the SMS (Text) Message add-on is enabled.

A client will be opted out of all reminders, if all of the reminder types are removed from the "reminders" field.

A client's reminder preferences can also be set when creating a new client profile when scheduling an appointment.

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