Clients
Choose how a client is reminded
Admins & staff
Override your business default so a client gets reminders and other messages by email, SMS or both.
Where:SidebarClientsClient nameCommunication Preferences
- Select Clients in the sidebar, then select the client.
- Select Communication Preferences to open it.
- In Reminder method, choose how automated reminders reach this client.
- In Notification method, choose how other messages reach them, such as when a task is approved or sent back for changes.
- Select Save.
Good to know
- Choose Default (use business setting) to follow your business setting instead of Email Only, SMS Only or Both.
- SMS only works when SMS is turned on with credits available and the client has a phone number, and otherwise Hydi sends by email instead.
Related
- Send a client a reminder nowSend a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.
- Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
- Choose the default reminder methodSet whether Hydi contacts your clients by email, SMS or both, unless you override it for a client.
- Turn on SMSSwitch on text message reminders for your business, and try a sample message first.