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Turn off automated emails for a customer
Turn off automated emails for a customer
Martin avatar
Written by Martin
Updated over a week ago

Sometimes you may not want to send automatic/automated emails to a particular customer. You can unsubscribe a customer from these emails at any-time and re-subscribe them later.
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From the customer profile page, or when editing a customer

  1. Navigate to a customer account/profile.

  2. Click the Edit button in the left side information panel

  3. Click on the settings section to expand it.

  4. Scroll down until you see the 'Opt-in to receive transaction email.' section.

  5. Check or un-check the box to opt the customer in, or out.

  6. Click the save button (bottom right side).

If you unsubscribe a customer from transaction email you will need to manually:

  • Send estimates

  • Send Invoices

  • Send payment receipts

  • Send form auto-res-ponders

  • Send follow-up emails for jobs, estimates and invoices

  • Send order confirmation emails

  • Send survey requests

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