Client Opt-in Preferences
Updated over a week ago

Client opt-in preferences go beyond mere checkboxes to be ticked. They represent a golden opportunity for your business to cultivate a loyal and engaged client base. By respecting your clients' choices and delivering a relevant and personalized experience, you have the power to nurture stronger relationships and propel your business towards growth and success. Provide clear and concise information about what type of communications they can expect, how often they will receive them, and the value they will gain from staying connected with your business. Make sure to communicate the benefits of opting in, such as exclusive offers, informative content, and tailored experiences.

Transactional Notification emails: Clients are always opted-in to Transactional Notification emails. Receipts are considered to be Transactional Notifications and therefore clients are automatically opted-in and can not be opted out.

Marketing Updates: Clients can opt-in or opt-out to Marketing Updates.

SMS/Text Messages: Clients can opt-in or opt-out to all text messages. This one setting includes both Transactional Notification and Marketing Update text messages.

Marketing Automations

To receive Marketing Automation text messages: Clients must be opted in to SMS/Text Messages.

To receive Marketing Automation emails: Client must be opted in to email Marketing Updates.

Transactional Notifications

To receive email Transactional Notifications: Clients will always receive Transactional Notification emails.

To receive text Transactional Notifications: Clients must be opted in to SMS/Text Messages.

Messages Action

To receive a text when sending a message via the Messages feature on the class roster, the enrollment roster, or via an appointment: Clients must be opted in to SMS/Text Messages.

To receive an email when sending a message via the Messages feature on the class roster, the enrollment roster, or via an appointment: Clients will always receive messages sent via Messages. They are considered Transactional Notifications and clients will always receive Transactional Notification emails.

Audiences

To receive texts when sent a message via Audiences: Clients must be opted in to SMS/Text Messages.

To receive emails when sent a message via Audiences: Clients will always receive messages sent via Messages. They are considered Transactional Notifications and clients will always receive Transactional Notification emails.

Reports

To receive texts when sent a message via reports: Clients must be opted in to SMS/Text Messages.

To receive emails when sent a message via reports: Clients will always receive messages sent via Messages. They are considered Transactional Notifications and clients will always receive Transactional Notification emails.

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