You will likely have clients who do not want to receive reminders or cancellations or have a preference to receive only email or only SMS messages. Regardless, contact preferences help you override any global contact preference settings, helping you meet your client's needs without affecting your communications as a whole.

Contact preferences also help your business comply with the Australian Privacy Principles, GDPR, and PIPEDA.

By default, all workspaces have client contact preferences set to receive SMS & Email and you can update the workspace settings applied to all new clients and existing clients.

To record contact preferences for a client, go to the client details page and scroll to the Contact preference section, select from the options for "SMS & Email, SMS, Email or None".


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