Update Client Communication Preferences

Change a client's communication preferences from their client profile on the dashboard.

To update a client’s communication preferences:

  1. Navigate to Client Search in the Clients tab.
  2. Search the client using the Filters box.
  3. Click the client’s name to open their profile.
  4. Click Edit next to Communication Prefs. in the client profile.
  5. Update preferences by checking or unchecking boxes. Click Submit Changes to save.
1

Navigate to Client Search in the Clients tab.

2

Search for the client using the Filters box.

3

Click the client’s name to open their profile.

4

Click Edit next to Communication Prefs. in the client profile.

5

Update preferences by checking or unchecking boxes. Click Submit Changes to save.

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