How to Manage Opt-in and Opt-out Communication Settings

Overview

You can control how clients receive promotional messages using the opt-in/opt-out communication settings. This setting determines whether clients are automatically subscribed to marketing emails and SMS messages or must opt in manually. It’s a useful tool for maintaining compliance and giving clients control over how they hear from you.

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Prerequisites

Before you begin:

You must have admin access to your location’s Account Settings
Know your studio’s communication preferences for client marketing

Step-by-step instructions

Step 1: Open your communication settings

Click your Location Name
Go to Account Settings > Configurations
Scroll to Default Communication Opt-In/Opt-Out Preferences
Click Edit

Step 2: Choose your default preference

You’ll see two options:

Opt-in by default / Manual opt-out
Opt-out by default / Manual opt-in

Select your preferred setting based on how you want clients to be added to your mailing and text lists.

⚠️ Some messages — like password resets and policy agreements — are considered critical communications and will still be delivered, even if the client has opted out.

Step 3: Review individual client preferences

Go to the Clients section
Open any client’s profile
Scroll down in the Client Information tab
You’ll see:
- Opt-in status for news and promotions
- Whether they’ve opted in to email or SMS
- A flag if they’ve fully unsubscribed from all communication

Expected outcome

You’ll be able to set how your business handles opt-in communication preferences globally and check each client’s communication status when needed — ensuring both compliance and clarity.

FAQs

Q: Do clients see or control this in the app?

A: Yes — clients can opt in or out during signup or from their app settings.

Q: What happens if I switch the default setting

A: It will only apply to new clients going forward. Existing client preferences won’t change.

Q: What are critical communications that still send even if opted out?

A: Password resets, membership agreements, and other system-critical notifications.

Still need help?

Reach out to our support team via support@hapana.com