Record a client's marketing consent

Marketing goes only to clients who said yes. Most say yes with the box on your booking page. You can also record what a client tells you.

Who can do this: You need to be an owner, admin or manager to do this.

1. Choose Customers in the sidebar and open the client.
2. Under Client, find Marketing. It shows when they said yes or no, or Never asked.
3. Choose They said yes or They said no.

A yes is recorded against your booking page’s marketing words. These are our standard words until you write your own. Choose Change the words to edit them.

Every change is logged with its date. Clients can opt out using the link in any message you send.