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Client Notification Preferences

FlowForth can send automated WhatsApp notifications to your clients about upcoming and completed activities. This guide explains how to configure notification preferences for individual clients.

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Notification preferences are only available when your organization has the Notifications integration enabled. If you don't see the notification section on the client detail page, check your organization's integration settings.

WhatsApp Opt-In​

Before a client can receive notifications, you must record their consent. FlowForth tracks opt-in status for GDPR compliance.

Opting a Client In​

  1. Open the client detail page for the client.
  2. Scroll to the Notifications section.
  3. Fill in the opt-in form:
    • Phone Number (required) — The client's WhatsApp number in international format (e.g., +31612345678).
    • Opt-In Method (required) — How consent was obtained:
      • Verbal — The client agreed verbally.
      • Written — The client signed a document.
      • Digital Form — The client submitted an online form.
      • Service Agreement — Consent was included in the service agreement.
    • Opt-In Notes (optional) — Additional context about how consent was given, stored for audit purposes.
  4. Click Save to record the opt-in.
note

The client's message language is set separately in the Language Preference section (see Changing Preferred Language), so you don't need to opt a client in to WhatsApp just to update their language. Opting a client in does not change their language: a client that uses the organization default keeps using it.

tip

Phone numbers must use E.164 international format: a + followed by the country code and number, with no spaces or dashes. For example: +31612345678 for a Dutch number or +32475123456 for a Belgian number.

Viewing Opt-In Status​

Once a client is opted in, the notification section displays:

  • A green Opted in badge
  • The registered WhatsApp number
  • Consent details (method, date, and notes)
  • A Disable Notifications button

Opting a Client Out​

To stop sending notifications to a client:

  1. Open the client's detail page.
  2. In the Notifications section, click Disable Notifications.

The client's opt-out is recorded with a timestamp. You can opt them back in at any time by completing the opt-in form again.

Notification Reminder Settings​

After a client is opted in, you can configure which reminders they receive.

Available Reminders​

ReminderDefaultDescription
Day BeforeEnabled at 18:00Sent the evening before a scheduled activity
Morning OfEnabled at 08:00Sent on the morning of a scheduled activity
Hour BeforeDisabledSent one hour before a scheduled activity
Service CompletedEnabledSent when an activity is marked as complete

Customizing Reminders​

For each reminder type, you can:

  • Enable or disable it using the toggle switch.
  • Set the time (for Day Before and Morning Of reminders) — choose what time the notification is sent.

Resetting to Defaults​

Click Reset to Defaults to restore all reminder settings to the system defaults:

  • Day Before: enabled, sent at 18:00
  • Morning Of: enabled, sent at 08:00
  • Hour Before: disabled
  • Service Completed: enabled

After making changes, click Save to apply the new settings.

Changing Preferred Language​

Every client detail page has a dedicated Language Preference section. This section is always available — even when the Notifications integration is off or the client has not opted in to WhatsApp — and it saves on its own as soon as you pick a language.

The preferred language controls the language used in all communications sent to that client, including email reminders and WhatsApp message templates. Because it is a standalone control, you can update a client's language for emails without enabling or changing their WhatsApp notification settings.

The dropdown has three options:

OptionWhat the client gets
Use organization default (…)Your organization's default communication language, shown in brackets. This is the default for new clients.
EnglishAlways English
DutchAlways Dutch

When the client uses the organization default, a line under the dropdown shows the language they currently get, for example Currently: English (organization default). If an administrator later changes the organization default, these clients follow it automatically. Clients set to English or Dutch keep their own language.

tip

Only pick a specific language for clients who differ from the rest of your client base. If most of your clients speak Dutch, set the organization default to Dutch and leave clients on Use organization default; then pick English only for the few who need it.

See also​

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