Manage marketing consent and unsubscribes
Record channel-specific marketing consent, honour preference changes, and understand the controls that exclude clients from promotional delivery.
In this guide
Collect and record preferences
Accepting app terms, creating an account or booking an appointment does not subscribe a client to marketing. During booking, clients can choose separate optional, initially unticked email and SMS offers from the named business. Collect consent clearly for each channel and location.
Schedmo records the selected channel, displayed wording, business, timestamp and consent version. Staff can record other permission only with evidence explaining how and when it was obtained; unknown preferences remain excluded from campaigns.
If a client's email address or mobile number is replaced, their existing consent decision and evidence continue for that channel. This includes preserving an opt-out. Delivery suppressions such as a bounce remain attached to the old address and do not automatically suppress a valid replacement address.
Respect exclusions and opt-outs
Use Clients or Marketing audience tools to review a person’s current channel status. Do not re-enable a preference without valid authority and evidence.
Before sending, review consent and suppression exclusions in the campaign preview. Schedmo fails closed when a required promotional consent is absent.
Every marketing email includes unsubscribe and preference links; one-way SMS includes a working unsubscribe link instead of asking for a STOP reply. Clients can also sign in to their client portal, open Profile & preferences and change marketing email or SMS for each business. Preference endpoints remain available when campaign sending is paused.
An unsubscribe excludes later promotional sends for that business and channel. A public booking form or staff audience include cannot override a previous opt-out. The client can resubscribe through authenticated or signed preference controls, subject to delivery suppression restrictions. Permanent delivery failures and complaints remain suppressed.
Handle disputes and responsibilities
Use frequency limits and quiet hours to avoid over-messaging eligible clients. Eligibility is checked again when a scheduled campaign is dispatched.
Keep promotional campaigns separate from factual operational notices. Operational messages must not be used to bypass a marketing opt-out.
If a client disputes a send, pause further contact where appropriate and review the consent evidence, campaign, recipient status and audit history before responding.
The business remains responsible for the notices, lawful basis, consent evidence and messaging rules that apply in every location where it operates.
Useful references
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