Your company's parameters include two key elements:

Each Plannit subscription includes a client area where clients can communicate with you, make new requests, approve their quotes and invoices, view work in progress, etc.

In this section of the settings, you can customize your merchant profile with a description of your services and add photos to showcase your achievements to encourage your customers to use your services.

By clicking on Open in Merchant profile preview, you will be able to see what your customers will see once you have made your changes. Note that a Comments section is also part of your merchant profile. These comments are generated with a notification request that you can send automatically at the end of each visit.

With Plannit, you can communicate with your customers by email (available on all plans) or by text/SMS (offered as an option on all plans).

Under Contact notification preferences, the Default notification preferences section sets how your contacts are notified:

These preferences apply automatically to all your contacts, unless otherwise specified on the contact.

You can also adjust the notification preferences of an individual contact directly in their contact record. What you set on a contact takes priority over your default preferences, and applies to that contact only:

You will also have the option to enabling or disabling SMS sending (or email sending) by checking or unchecking the option at the time of sending as follows:

Your clients will then receive your communications according to your selection.