Manage customer notification preferences

Review and save the communication preferences that apply to an individual customer.

Last updated 21 Oct 2026

Customer notification preferences help your team keep communication choices with the customer record.

Steps

Open Customers and select the customer.
Review the customer's contact details before changing communication preferences.
Open the notification preferences area and set the available choices that the customer has approved.
Save the preferences.

Important

Preferences do not replace accurate contact details. Update the customer or contact record when an email address or phone number has changed.

Preferences and delivery are separate

Preferences record the customer choices available on their record. A preference does not prove that a message was delivered; use notification activity and the selected contact details when checking an individual communication.

See notification activity, delivery troubleshooting and workspace notification settings.

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Review customer notification activity

Use customer and workflow activity to check what communication was attempted and the recipient or delivery result recorded.

Send a booking SMS

Use the booking SMS action when it is available and the selected customer contact is appropriate for the message.

Understand workspace notification settings

Review the workspace notification configuration, templates and available test tools before relying on automated delivery.