Change Default Notification Method for New & Existing Customers

Learn how to set and update your customers' default notification methods, and see which one they have set at a glance.

Squeegee Team
5 steps
32 seconds

Sqgee

Your customers will require a 'Default Notification Method' to be set in order for the system to know *where* to send notifications such as the appointment reminders and invoices.

New Customers

You can set the default notification method for **new** users by heading to Settings > Notifications & Messages > Default Notification Method. Simply click the desired method and this will be added as a default when adding new customers. Please note that existing customer default methods will not be affected.

After setting the above, when you add a new customer via Customers > pink three dots > Add New Customer, you will see that this has already updated the default notification method for this customer to the default. You can change it if needed in the new customer form, making sure to click 'SAVE'.

Existing Customers

You can also edit this for an existing customer. Simply click into the customer and use the top right three dots to 'Edit Customer'.

Then, click into the Default notification method field and choose your desired method, before clicking 'SAVE' on the 'Edit Customer' form.

You can view which default notification methods your customers have set by viewing these icons on the Customers list and the Work Planner.

We can update default notification methods for your customers in bulk - just let us know if this is something you would like to action in your account.