video1.0<iframe src="https://www.loom.com/embed/6283e0a690bb4bcca0bbc854ea926c04" frameborder="0" width="2052" height="1539" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15392052Loomhttps://www.loom.com15392052https://cdn.loom.com/sessions/thumbnails/6283e0a690bb4bcca0bbc854ea926c04-c422793ad3826e07.gif221.054This Loom explains how to add and modify notification preferences for a specific client. First, click the Clients tab, select the client, and create the contact if needed by entering first and last name, phone number if applicable, and email, then hit create contact. To set notification preferences, open the contact and choose add new, then select a delivery trigger between Scheduled and On Occurrence. Scheduled sends on chosen days and at the chosen time, while On Occurrence sends when activity at a selected priority level happens, and the example uses Scheduled with Email and All Categories on all days of the week.