MoeGo allows you to record a pet parent’s consent for service-related notifications and marketing notifications separately.
This helps your business stay compliant with communication regulations and ensures each client’s messaging preferences are respected across SMS and email.
Adding a New Client or Lead (Coming soon after 1/5)
When creating a new client or lead profile, scroll to the Notification Settings section.
You have two ways to handle notification authorization:
Option 1: Record consent manually
Set Notification Authorization to Completed
(Optional) Upload authorization proof for your records
Use this option if you already have documented consent from the pet parent.
Option 2: Let the client complete authorization themselves
Leave Notification Authorization as Incomplete
After the profile is created, send a one-time SMS opt-in invitation
The pet parent can review and update their notification preferences using the link in the message
Review default notification settings
Before saving the profile:
Review the default settings for Service-related and Marketing-related messages
If the pet parent agrees to receive additional messages, select SMS and/or Email accordingly
⚠️ Compliance Reminder
You must obtain the pet parent’s consent before enabling SMS or marketing notifications.
If notification settings are changed without proper consent, your business may be responsible for any compliance-related issues.
Updating an Existing Client or Lead
You can update notification preferences at any time, as long as client consent is obtained.
Updating an Existing Client
Go to Client Profile → Settings → Notifications
Send a one-time SMS opt-in invitation to have the client complete authorization
Once completed, notification preferences will update automatically based on the client’s selection
Updating an Existing Lead
For leads, you can use either method below:
Send a one-time SMS opt-in invitation for the lead to complete authorization, or
Upload authorization documents and update preferences manually
To update manually:
Go to the Lead Profile
Click the Options button in the top-right corner
Adjust notification preferences for service-related and marketing-related SMS/email
Best Practice Tip
Whenever possible, let pet parents complete their own notification preferences using the opt-in link.
This reduces manual work and provides a clear record of consent.