You're always in control of exactly which outreach Gia sends to your clients. You can turn it off for one client, or for several at once.

From the left-hand navigation, select Clients, then open the client you want.

On the client's record, select the Renewals tab and scroll to Gia outreach for this client.

There are two tracks, each shown as Active or Off:

Turn off either one on its own, or both to take the client out of Gia's renewal outreach entirely.

Select Renewals from the left-hand navigation to see your renewing clients.

Tick one client, several, or use the checkbox in the header row to select every client on the page. A count appears above the table and on the Actions button.

Select Actions, then either Suppress needs assessment or Suppress renewals.

A confirmation names the track and the number of clients. Select Turn off to apply it, or Cancel to back out.

If your agency has the Activity page, each row in the feed has a checkbox where the goal is one you can switch off. Tick the clients you want, then use Suppress communications and pick the track. See How the Activity Page Works in GydeOS.

Whichever route you use, the change only goes one direction. Once a track is off you cannot switch it back on yourself — this is deliberate, so a client isn't moved in and out of outreach. To turn a track back on, message Gyde Support from the chat at the bottom left of GydeOS, or email [email protected].

A client who replies STOP to one of Gia's texts is opted out straight away. They show as Opted out on the Renewals tab, and no fix is offered there — that is the client's choice to reverse, not yours.

Message Gyde Support from the chat at the bottom left of GydeOS, or email [email protected] with the client or clients you'd like opted out.