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Adjusting Your Client's Notifications

Each client can have their own notification preferences — controlling which communications they receive, through which channels, and at what frequency.

How to Adjust Client Notifications​

  1. Open the client's record.
  2. Navigate to the Personal Information or Settings tab.
  3. Find the Notification Preferences section.
  4. Toggle on or off the notification types you want to enable or disable:
    • Appointment reminders (email, SMS)
    • Intake form requests
    • Invoice and payment notifications
    • Portal messages
  5. Click Save.

Tips​

  • Always confirm with the client which communication channels they prefer before enabling notifications.
  • Ensure you have documented consent to contact the client via SMS before enabling text notifications.