Fine-Grained Control Over Customer Communications
Not every customer wants every email. Pool Founder now lets you configure email notification preferences per customer, controlling whether they receive portal access invitations and service report emails. You can also add additional email addresses to a customer account and configure each one independently.
What You Can Control
Each customer's primary email address has two toggles:
- Portal Access: Whether the customer receives an invitation to access the self-service portal where they can view service history, pay invoices, and submit service requests
- Service Reports: Whether the customer receives automated service report emails after each completed visit
Both settings default to on for new customers, matching the previous behavior. You can turn either off at any time from the customer detail page.
Additional Email Addresses
Customer accounts now support multiple email addresses. This is useful for properties managed by a property manager where the homeowner also wants to receive reports, or for commercial accounts where both the facility manager and the accounting department need different notifications.
Each additional email address has its own portal access and service report toggles, so you can send service reports to the property manager without giving portal access to the accounting contact.
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Do existing customers keep receiving emails after this update?
Yes. Both toggles default to on, so existing customers continue receiving the same emails they received before. No action is needed unless you want to turn off notifications for specific customers.
Can customers manage their own notification preferences?
Currently, notification preferences are managed by the pool service company from the admin dashboard. Customer-side preference management may be added in a future update.
Does turning off portal access remove the customer from the portal?
Turning off the portal access toggle stops the customer from receiving portal invitation emails. If the customer has already logged in to the portal, they can still access it. The toggle controls email invitations, not portal access itself.