How do I manage or exclude customers from receiving automated review or follow-up messages?

Flawless POS allows you to control which customers receive automated messages after a sale (such as review requests or follow-ups). You can manually exclude individual transactions or mark a customer as Do Not Contact to prevent any automated communication. 

Option 1: Exclude a Sale from Automated Messages

1. After completing a sale, the Sale Options window will appear.

2. Select one of the following:

   • Print Receipt

   • View Sale

   • Email/Text Receipt

   • Exclude from Automated Messages

3. Tap Exclude from Automated Messages to prevent any automated review or follow-up message from being sent for that transaction.

4. The button will toggle between:

   • Exclude from Automated Messages (message will not send)

   • Include in Automated Messages (message will send)

This lets you decide per sale whether a message should be sent to the customer.

Option 2: Mark a Customer as “Do Not Contact”

1. Go to the Customers module.

2. Select the customer profile you want to update.

3. Under Personal Information, toggle the Do Not Contact slider.

4. Once enabled, the customer will be excluded from all future automated communications, including review and marketing messages.

Notes:

• This feature applies only to automated messages. Associates can still manually send receipts or messages if needed.

• The Do Not Contact flag is a permanent setting until manually disabled.

• Automated review requests will only trigger once every six months per customer to avoid duplication.