Changing a client’s notification settings

On the Notifications page of a client profile, you can view and manage a client’s subscription preferences for your business’s automated notifications and marketing campaigns. You can modify these settings so a client will receive email or SMS notifications that communicate their upcoming schedule and services, account management activities, and your business’s news and updates.

To perform these actions as a client, see Client Web App: Changing the notification settings.

When changing a client’s notification settings, keep the following information in mind:

• If you adjust the notification settings in a staff member’s client profile, the changes will also be applied to the staff member’s staff profile.
• To receive email or SMS notifications using the QUICK contact method, clients must have the EMAIL or SMS options under News and Updates set to ON. To receive SMS messages from Message Center, clients must have the SMS option under News and Updates set to ON.
• Clients will always receive the welcome email when they create a client profile in WellnessLiving, regardless of their notification settings. The welcome email contains a welcome message, and the account credentials the client must use to sign in to their profile.

In this article:

To change the notification settings for a specific client:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Notifications.
4. On the Notifications page, update the client’s subscription settings. For more information on the types of notifications included in each category, see Notification categories.
   • Schedule and Reminders
     • To allow the client to receive email notifications related to the services they have booked, set the EMAIL option to ON.
     • To allow the client to receive SMS notifications related to the services they have booked, set the SMS option to ON.
   • Account Management
     • To allow the client to receive email notifications related to the activity in their account, set the EMAIL option to ON.
     • To allow the client to receive SMS notifications related to activity in their account, set the SMS option to ON.
   • News and Updates
     • To allow the client to receive email notifications related to news and updates about your business’s services, availability, and promotions, set the EMAIL option to ON.
       • To stop all automated marketing emails as well as any manual emails using Constant Contact and MailChimp from being sent to this client, set this option to OFF.
       • If you have Constant Contact or Mailchimp integration set up, then the client will be added to the integrated mailing lists when this setting is ON.
     • To allow the client to receive SMS notifications related to news and updates about your business’s services, availability, and promotions, set the SMS option to ON.
5. Click SAVE.

Notification categories

The following table lists the client and staff member notifications that are included in each category.