You're always in control of exactly which outreach Gia sends to your clients.
Option 1: Opt Out in GydeOS
Step 1: Log in to GydeOS
Enter your log-in credentials to access your account.
Step 2: Navigate to the Clients page
From the left-hand navigation panel, select the Clients tab.
Step 3: Select the client
Find the client you want to opt out and open their profile.
Step 4: Toggle off the outreach you don't want Gia to send
Each client has two toggles that control what Gia reaches out about:
Needs Assessment: Toggle this off to stop Gia's pre-season needs assessment outreach to this client.
Renewals Outreach: Toggle this off to stop Gia's renewal reminder, scheduling, and effectuation outreach to this client.
You can toggle either one off on its own, or turn both off to fully opt the client out of Gia's outreach. For example, a client can keep receiving Needs Assessment texts while being opted out of Renewals Outreach, or vice versa.
Option 2: Opt Out by Email
If you'd rather not make the change yourself, email [email protected] with the client(s) you'd like opted out, and the Gyde support team can assist you.