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How to opt in/out a Client/Agent for SMS events
How to opt in/out a Client/Agent for SMS events

This article will instruct you on how to enable/disable SMS event notifications for a Client/Agent.

Aura Mendoza avatar
Written by Aura Mendoza
Updated over a week ago

We think it is imperative to manage in a practical manner all interactions between your company and your Clients/Agents, you can do so by having the flexibility to enable or disable SMS notifications offers you control over your communications.

In this article, we will take you through the step-by-step process of managing SMS event notifications for Clients and Agents. By understanding this process, you'll be able to tailor your notification preferences according to your needs.

Navigate to Clients/Agents > Clients > Clients 

Note: For agents navigate to Clients/Agents > Agents > Agents instead

Next, click on the pencil icon located in the toolbar of the Client/Agent for which you want to disable/enable SMS events.

Once on the profile page, check the box 'Send SMS events' to enable SMS events for that particular Client/Agent or uncheck the box to disable them.

Once you've completed the steps, make sure to click on the 'Save client/agent' button at the bottom of the page!

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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