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Enable Customer Text and Email Correspondence

  • Last Updated: October 12, 2022

Enable SMS and email preferences within a customer record so they can receive text and email correspondence.

  • Tip! Text and email correspondence can be used to send promotion details, loyalty program incentives, or appointment confirmations and reminders.
  1. From Home, navigate to Customers > Customer List.
  2. Select a customer. Scroll or search to locate a customer.  See: Find Customer Details or Enter a New Customer
  3. On the Customer Details page, enable Receive SMS text and/or Receive Email, according to preference.
  4. Tap Save.
  • Note: Confirm that telephone and email information is correct to ensure that customers receive your correspondence.

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • New Customers & Record Management
  • Clubs & Memberships
  • Loyalty
  • Marketing Tools

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