As a staff member, you can update a client’s notification settings to control which email and SMS messages they receive from your business. This ensures clients stay informed about their schedule, account activity, and business announcements.
Key tips before you begin
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.
Change a client's notification settings
To change a client's notification settings, complete the following:
Go to the client's profile
Click Search in the Top Nav Bar, enter the client’s name or contact details, and select them from the search results.
Open the notifications section
On the side menu, click Notifications.
Update notification settings
Under Email and SMS, set the toggles to ON or OFF for the following categories:
Schedule and reminders: Controls notifications about bookings and upcoming services, including:
Appointment reminders
Class reminders
Event reminders
Visit confirmations
Appointment booking notifications
Account management: Controls notifications related to a client’s account and payments, including:
Payment receipts
Auto-renewal notifications
Password resets
Contract confirmations
Account balance updates
News and updates: Controls general business messages and promotions, including:
Promotions
Announcements
Birthday messages
Lead follow-ups
Special event notifications
Save your changes
Click Save to apply the new notification settings.
That’s it! The client’s notification preferences are now updated. If you need more details, check out client notification types.