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
- Go to core.hapana.com/login.
- Enter your login credentials and click Login.
Step 2: Go to the Clients Tab
- Click Clients from the top menu bar.
Step 3: Search for the Client
- Use the search bar to find the client by name, email address, barcode, or phone number.
Step 4: Open the Client Profile
- Click on the client’s Name to open their profile details.
Step 5: Access Client Information
- In the client profile, click the Information icon (clipboard icon) to view client details.
Step 6: Scroll to the Communications Section
- Scroll down the page to find the Communications section.
Step 7: Update Preferences
- Select or unselect the checkboxes for Email or Text communication.
- To completely disable messages, use the Unsubscribe from everything option.
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.
Need help? Reach out to our support team via support@hapana.com.