Here's how to define or modify the communication method in your customer's contact record.
Default notification preferences
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).
Go to Settings > Regional settings. Under Contact notification preferences, the Default notification preferences section sets how your contacts are notified:
SMS notifications (requires the SMS option)
Email notifications
Vocal message notifications
These preferences apply automatically to all your contacts, unless otherwise specified on the contact.
Overriding the default on a single contact
You can 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. Your other contacts keep following the default.
Note
Changing your default preferences does not erase the choices you have already made on individual contacts. A contact that has been set explicitly keeps its own preferences.
Choosing at the time of sending
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.
For more information on the SMS option, see https://business.plannit.io/en/pricing