Email Verification and Subscriptions For Clients

Click Clients

1. Type in the client's name.
2. Click your client's first or last name.

Scroll down to Contact Information.
Once an email has been added to a profile it will need to be verified by the client.

Click Pending.

1. Resend email verification to this address: selecting this option will resend the verification email to the client.
2. Manually verify email address: you can choose to manually confirm the client's email address.
   ***If you manually verify the email, there will not be an opt-in IP address or date in your records. You will be held accountable in the even your emails are being marked as spam. Please keep in mind if your account is receiving too many failed emails, it can result in your email functionality being shut off in EZFacility.
3. Click Confirm.

The client will receive an immediate email notifying them that their email address has been entered as the contact email for your facility. The client has 2 options for verification.

1. Click the green VERIFY EMAIL ADDRESS button or

2. Copy and paste the above link into a web browser.

Both options will verify the email address for use at your facility. The email address can only be verified once per client.

When the client verifies ownership of the email address, the client will be advised of their confirmation, and the default subscriptions to session reminders and credit card expiration emails.

1. Session Reminders: This opts the client into notifications via email or text message of upcoming scheduled sessions.
2. Email Campaigns: The client can opt in to your facilities emails including promotions and marketing campaigns.
3. Credit Card Expiration: This opts the client into reminder notifications to update their billing information.
4. Click Submit
   ***If the client decides to make any changes to their email subscriptions, they can subscribe or un-subscribe to all 3 options. Customers can opt out the default session reminders and credit card expiration emails.

The client will receive confirmation of their selections. There is a link to manage changes if they would like to make additional subscription changes at that time.

Once the customer confirms ownership of the email address, the status will change to Verified in their client profile.

Changes to the client's email subscriptions can easily be made within the client profile once the email address has been verified.
Scroll down on the client's profile to Subscriptions.
Click the toggle under any of the subscription sections to either turn them off or turn them on.