Managing a Client's Communication Preferences

We designed our reminder and confirmation system with the understanding that most of your clients keep their phones in their pockets all day. But that doesn't mean we only send communications through the PetDesk app. This article will show you how to help manage an individual client's preferences for which communication channels they prefer. 
 

Can you reach all of my clients?

Yes, we can. Our reminders solution will send appointment and health service reminders to your clients, for whom you have an email address, cell phone number, and/or physical address. Since we utilize multiple communication channels for clients, your clients do not necessarily need to download the app to receive notifications. There are several channels we leverage to communicate with your clients:

• Emails: optimized for mobile devices and desktop browsers
• Text messages: sent to cell numbers
• Push notifications: sent to the mobile PetDesk app
• Postcards: sent to physical addresses

By opening new communication channels with your clients, you will see a decrease in client no-shows, a reduced need for reminder and confirmation phone calls, and less money spent on postcards.

 

To conveniently adjust a client's communication settings at any time within the PetDesk Communications dashboard, we now have Global Search

In addition to going to the Clients & Pets page and restarting your search, Global Search allows you and your staff to quickly locate the right record directly from the search bar on every page.

Top results appear instantly, allowing you to access client or patient records without interrupting your workflow.

How To:

• Enter search information into the global search bar by first clicking on the magnifying glass
  
• Enter any client information, from phone number to name, and the top matching results appear immediately
• Results show client and patient matches
• You can also choose View All Results to open the full search results page in Clients & Pets
• Clicking a result takes you directly to the correct client or patient detail on the right side of the screen
  
• Click on the name, and it will take you to the full profile in Clients & Pets

Note: This will adjust their settings for health service and reminder emails, surveys, mass messages, pet pickup, promotions, pet birthdays, SMS texts, postcards, and other relevant communications.

1.  Click the Settings tab in the client details
2. Click each toggle to change the various settings (green=on; grey=off)