---
title: View or Change a Client's Communication Preferences
description: communication preferences
---

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# View or Change a Client's Communication Preferences

Overview

Whether it’s updating subscription settings or turning off marketing messages, this guide walks you through how to view and manage a client's communication preferences in Hapana Core.

---

Prerequisites

- You must have access to your Hapana Core Account.
- You need permission to view and edit client profiles.

---

### Step 1: Log in to Your Hapana Core Account

1. Go to [core.hapana.com/login](https://core.hapana.com/login).
2. Enter your login credentials and click **Login**.

---

### Step 2: Go to the Clients Tab

1. Click **Clients** from the top menu bar.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443820577_5de6cc11_image-20250513141830-1-1.png?width=670&height=396&name=1759443820577_5de6cc11_image-20250513141830-1-1.png)

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### Step 3: Search for the Client

1. Use the **search bar** to find the client by name, email address, barcode, or phone number.

---

### Step 4: Open the Client Profile

1. Click on the client’s **Name** to open their profile details.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443821825_1061e8a5_image-20250513141856-3-1.png?width=670&height=396&name=1759443821825_1061e8a5_image-20250513141856-3-1.png)

---

### Step 5: Access Client Information

1. In the client profile, click the **Information icon** (clipboard icon) to view client details.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443823096_5780e2bf_image-20250513141908-4-1.png?width=670&height=396&name=1759443823096_5780e2bf_image-20250513141908-4-1.png)

---

### Step 6: Scroll to the Communications Section

1. Scroll down the page to find the **Communications** section.

---

### Step 7: Update Preferences

1. Select or unselect the checkboxes for **Email** or **Text** communication.
2. To completely disable messages, use the **Unsubscribe from everything** option.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759443824413_8ec413fd_image-20250513142011-5-1.png?width=670&height=396&name=1759443824413_8ec413fd_image-20250513142011-5-1.png)

> Tip: Preferences are saved automatically. No need to click a Save button.

---

Expected Outcome

The client’s communication settings will update instantly, ensuring they only receive the messages they want.

---

Frequently Asked Questions

**Q: Will clients be notified when preferences are changed?**

No, changes to communication preferences are silent and not communicated to the client.

**Q: Can clients update their own preferences?**

Yes, clients can also manage their preferences via their online profile or Mobile App if enabled.

**Q: What does “Unsubscribe from everything” include?**

It blocks all communications except for receipts and urgent alerts like critical account info. Please see more information [here](https://support.hapana.com/kb/article/848#:~:text=Emails%20Clients%20Will%20Always%20Receive).

---

Need help? Reach out to our support team via [**support@hapana.com**](mailto:support@hapana.com).

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