ClientConnect is Penelope Software’s mobile-friendly client portal that empowers your clients to participate in their care while improving outcomes and providing transparency, accountability and trust.

The ClientConnect Communication setting allows you to select which type of messages (confirmations or updates) the Individual will receive and how they will receive them (email or SMS).

  • Confirmation messages are messages notifying the Individual of an event being booked.

  • Update messages are messages notifying the Individual of a changes/update to an existing (booked) event.

Configuring ClientConnect Communication Settings

To configure an Individual’s ClientConnect Communication Settings:

  1. Navigate to the client’s Individual Profile.

  2. Click the Message Settings tab.

  3. In the ClientConnect Communications section click Configure.

  4. Select a mobile/cell number from the SMS Communication via drop-down if you would like to send communications to the Individual via SMS. The Email Communication via field cannot be changed here but can be changed by using the Edit function in the ClientConnect Account section above.

  5. For both the Event Confirmations and Event Updates select one of the following; Email, SMS or None. Selecting email will send the applicable communication type to the Individual by email, selecting SMS will send the applicable communication type to the Individual by SMS and selecting None will send no communication for the applicable communication type.

  6. Click Save.

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