How to Adjust Communication Preferences in the Client Card

This article offers a guide to customizing client communication preferences in Pabau.

Once your client books an online appointment, they will be prompted to agree to your privacy policy and to receive marketing communications. If they click "Agree," marketing communications will be automatically enabled in their client card.

To adjust client communication preferences manually, please follow these steps:

Step 1: Navigate to the Client Card

Start by logging into your Pabau account. Use the search bar at the top of the page to open the client card of the client whose communication preferences you wish to update.

Step 2: Access Communication Preferences

Once you're in the client card, click on the bell icon located on the left-hand side next to the client's avatar. This will allow you to access communication preferences.

Step 3: Customize Communication Preferences

You can manually adjust the client's preferences by checking or unchecking the available options under 'Marketing promotion', according to their preferred method of contact.

Please be aware that essential messages, such as appointment confirmations and reminders, cannot be disabled.

NOTE: To learn more about the client card, we recommend reading this article.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.