Help Center

Manage client consent and preferences

A service preference, a phone number and SMS consent are different records.

2027.3 workflow guide
  1. Find the correct client

    Check the salon and location before reviewing preferences.

  2. Keep preferences relevant

    Record service-relevant preferences with appropriate access. Avoid unnecessary sensitive information.

  3. Offer SMS as an optional choice

    Present the sender, transaction-message purpose, frequency, rates, STOP/HELP instructions and policy links. Do not preselect the checkbox.

  4. Honor the client’s choice

    Clients can continue without SMS. A phone number or general contact acknowledgement does not grant text-message permission.

  5. Respect opt-outs

    Use the configured consent workflow and server record. Do not reuse transactional consent for marketing or share mobile numbers or SMS consent with affiliates.

Use your salon’s released app and permissions. If the result of a change is uncertain, verify the record before repeating it.
Explore this workflow