How to opt customers in to and out of automatic email settings

Modified on Tue, 28 Nov, 2023 at 3:42 PM

Customer reminder settings will only be available if one or all of Auto sender, Auto prompt or Auto reminder have been enabled in Contacts > Emails > Email settings.

Step 1.


Navigate Contacts > Customers

Step 2.


Find the customer and click on the Edit Contact link.



Step 3.


In the edit customer overview select Reminder settings and then the appropriate Reminder setting(s), then Save.


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