About Client Communication Preferences
In More > Admin > Preferences > Client Communication Preferences, you can set default options for new clients and customize opt-in confirmation messages.
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When you toggle on Enable Communication Preferences for Clients, you can configure individual client’s preferences in their client profile, as shown in the example below.
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Client Communication Preferences
The table below describes all available preferences.
Preference | Description |
---|---|
Transactional and Marketing Agreement Messages for SMS, Email, and Postcard | Customize the opt-in message clients receive when the corresponding preference is set to Yes in the client’s profile. Example: ![]() |
Kiosk Communication Agreement Message | This message displays when a new client creates their profile and sets their communication preferences using a kiosk at your practice. |
Online Booking Communication Agreement Message | This setting is for practices using Online Booking. This message displays when a new client creates their profile and sets their communication preferences while booking an appointment in the online booking widget. |
Unknown Sender Reply Email Message | This reply message is automatically sent when your practice receives a message from an email address that is not associated with a client record or from a client that does not have a set Primary Location. Example: “Thank you for your message. Please contact Vetspire Animal Hospital at (555) 555-5555 to create a new client appointment.” |
Use Location Display Name in all client facing communications | Toggle on to display your location’s Display Name in client communications instead of your organization name. When this setting is toggled off, the organization name displays by default. |
Opt-In New Clients to Transactional and Marketing Communications (SMS, Email, and Postcard) | You can enable any of these settings to opt-in all new clients to a specific communication by default. When you edit these settings, existing clients are unaffected – the changes only apply to new clients. |