Within Appointedd, you can send marketing to your customers in the form of notifications and campaigns. In order to be compliant with GDPR, this marketing must only be sent to customers who have opted in to marketing.
When a customer is created, they are opted out of marketing by default. If the customer wishes to receive marketing, they can be opted in.
How a customer is opted in when created internally
When a customer is created by your team when making a new booking via the web-app, you can opt them in by sliding the subscribe to marketing updates slider.
You can opt in an existing customer from their customer record by clicking edit customer and unchecking the unsubscribed checkbox.
How to identify and modify an existing customer's marketing preferences
If you wish to know whether a customer is opted in, you can go to their customer record, click edit customer and see whether the unsubscribed checkbox is checked.
- Unchecked indicates that they're not subscribed so opted out
- Checked indicates that they're subscribed so opted in.
You can also see whether customers are opted in by exporting your customer list and looking at the unsubscribed column:
- No indicates that they're not unsubscribed so opted-in
- Yes indicates that they are unsubscribed so opted-out.
How a customer is opted in when created externally
When a customer enters their details via your online booking tools, they can opt-in by ticking the checkbox.
Every time they make a booking, the customer has the option to amend their preferences by opting-in or not.
If you require that the customer logs in to make a booking, the customer will have the option to opt-in when they create their account. They will not be presented with the opt-in checkbox every time they make a booking.
How this affects other communications sent from Appointedd
Booking confirmations and reminders will send regardless of the customer's marketing preferences as these emails are transactional i.e. related to the booking. So if your customer is not opted in to marketing, they will still receive booking confirmations and reminders. See more about sending booking confirmations and reminders in this guide.
Direct messages can be sent as usual. However, to remain compliant, direct messages must not be used for marketing communications.