In the Client Communication Preferences section of More > Admin > Settings > Preferences, you can set default options for new clients and customize opt-in confirmation messages.
Enable Communication Preferences for Clients
When you toggle on the Enable Communication Preferences for Clients setting, you can configure individual client’s preferences in their profile, as shown in the example below.
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Transactional communications are for appointment confirmations and reminders, direct client communications, links to pay invoices, payment receipts, consent forms, email verifications, and lab results.
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Marketing communications are for protocol reminders, targeted messages, newsletters, and other special offers from your practice.
You can customize the opt-in messages that clients receive when the corresponding Transactional or Marketing preference is set to Yes in their profile.
Other Client Communication Preferences (Admin)
The following table describes all other available settings in the Client Communication Preferences section of More > Admin > Settings > Preferences.
|
Preference |
Description |
|---|---|
|
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.” |
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Suppress reminders for confirmed appointments |
When toggled on, this setting prevents the system from sending automated appointment confirmation and reminder messages to the client once they have confirmed their appointment. Note: System-automated appointment messages are configured in More > Marketing & Reminders > Reminders > Appt. Reminders and/or Appt. AutoConfirm. |
|
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. |
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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. |