- Zenoti Help
- Configuration
- Guests configurations
- Communication
- Configure communication preferences for guests
Configure communication preferences for guests
Enable SMS notifications for new guest profile
Use this setting to automatically send your guests all transactional text messages such as appointment and thank you messages.
At the organization level, click the Configurations icon.
Search for and select Set new guest profile to receive transactional text messages (SMS) in the Guests section.
Enable the setting.
Click Save.
Impacts and considerations
This setting is disabled by default in EU.
If the setting is enabled, then the transactional single and double opt-in flow is triggered. More information.
Allow marketing messages for minors or children guest profiles
At the organization level, click the Configurations icon.
Search for and select Allow sending marketing email and text messages to guests who are minors in the Guests section.
Enable the setting.
Click Save.
Enable customization of marketing settings for guests through online platforms
At the organization level, click the Configurations icon.
Search for and select Allow guests to configure preferences on marketing emails and text messages using the Webstore and Customer Mobile Application (CMA) in the Guests section.
Enable the setting.
Click Save.
Configure WhatsApp communications
At the organization level, click the Configurations icon.
Search for and select WhatsApp messages in the Guests section.
Select either Single Opt-in or Double Opt-in.
Click Save.
Note
Single Opt-in is for businesses who do not need consent from guests to send notifications - Zenoti will send notifications to guests till they choose to opt-out from receiving notifications.
Double Opt-in sends consent notification and waits for the guest to opt-in to receive further notifications. This option is for businesses that must comply with local laws to take consent from guests before sending any notification.
Configure transactional messages
Single opt-in
You can select Single opt-in to send notifications to guests till they choose to opt-out from receiving notifications. This is for businesses who do not need consent from guests to send notifications.
At the organization level, click the Configurations icon.
Search for and select Transactional messages in the Guests section.
Select Single Opt-in.
Click Save.
Impacts and considerations
If you select Single opt-in, you must:
Navigate to Notifications > Templates for email and text.
Click the Edit hyperlink against Transactional single opt-in.
Switch on the Email and Text toggle.
Edit the template as required and click Save.
Double opt-in
You can select Double opt-in to send consent notifications and await the guest's confirmation to send additional notifications. This option is for businesses that must comply with local laws to take consent from guests before sending any notification.
At the organization level, click the Configurations icon.
Search for and select Transactional messages in the Guests section.
Select Double Opt-in.
Click Save.
Impacts and considerations
If you select Double opt-in, you must:
Navigate to Notifications > Templates for email and text.
Click the Edit hyperlink against Transactional double opt-in.
Switch on the Email and Text toggle.
Edit the template as required and click Save.
None
You can select None to send notifications to your guests without giving them the option to opt-in or opt-out of the notifications.
At the organization level, click the Configurations icon.
Search for and select Transactional messages in the Guests section.
Select None.
Click Save.