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How to set or modify the communication method for a client
How to set or modify the communication method for a client

With Plannit, you can communicate with your client by email and or SMS depending on your plan and clients preference.

Stella Marques avatar
Written by Stella Marques
Updated over a year ago

Here's how to define or modify the communication method in your customer's contact record.

Regional and communication settings

With Plannit, you can communicate with your customers by email (available on all plans) or by text/SMS (offered as an option on all plans).

If you have subscribed to the SMS option, check the Text notifications box to activate (see below).

You can also adjust a contact's communication preferences as follows:

You will also have the option to enabling or disabling SMS sending (or email sending) by checking or unchecking the option at the time of sending as follows:

Your clients will then receive your communications according to your selection.

For more information on the SMS option, see https://business.plannit.io/en/pricing

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