Update Business Contact Information

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This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.


 

Why This Matters

Wodify allows you to customize the email addresses used for different triggers that may occur throughout your Wodify account. If you're going through a change in who manages your business (or different areas of responsibility), updating your business email addresses, or changing your company branding, you may need to periodically make changes to your Wodify email settings.  


 

Pre-requisite Pro-Tip

Please check out our article on Rebrand Your Business In Wodify if this applies to you!


 

Step-By-Step How To: Business Email

  1. Navigate to Account > Info & Locations
  2. Under "Business Information", update Email Section
  3. Select Save

 

Step-By-Step How To: Location Specific Contact Email 

Your location email will be used in the following scenarios:

  • Mass Emails/Outbound Emails where the Send As is set to your location name.
  • The inbox for responses to mass emails/outbound emails/automated emails from Clients assigned to your location (all replies to your emails sent through Wodify will be sent to this address).
  • The location email that displays in your location signature.

To update your Location Contact Email:

  1. Navigate to Account > Info & Locations
  2. Scroll to the Locations Section at the bottom
  3. Click your Active Location
  4. Update Email Address within Basic Details
  5. Select Save

 

Step-By-Step How To: Billing Contact Email 

Every night around midnight in your timezone, Wodify will attempt to charge any clients with invoices that are due or past due. Once this process is complete, the admins/managers set as your location's billing contact will receive a Billing Results email of the outcomes for all attempted auto-billed transactions. 

To update who receives the nightly billing results email:

  1. Navigate to Account > Info & Locations
  2. Scroll to the Locations Section at the bottom
  3. Click your Active Location
  4. Scroll to the Billing Information Section
  5. Select Edit
  6. Select the Billing Contact and Billing Contact CC from the Dropdowns
  7. Select Save

 

Step-By-Step How To: Lead Form Notifications 

Wodify allows you to create a custom form for your website or blog to capture leads. You can customize which email addresses will receive a notification each time someone submits this form on your website.  

To update your Lead Form Notification Email(s):

  1. Select People
  2. Select Settings
  3. Select the Lead tab
  4. Scroll to the Form Setup Section
  5. Adjust Email Addresses
    • Please Note: Multiple Email Addresses are supported if separated by a semicolon ;
  6. Select Save

 

Step-By-Step How To: Payout Deposit Email 

If you are using Wodify Payments as your payment processor, you are able to customize which emails receive notifications of payouts that are deposited into your bank account.

To update who receives payout notifications:

  1. Select Financial
  2. Select Settings
  3. Select the Wodify Payments Configuration Tab
  4. Select the Name of the Configuration to be Updated
    • Typically listed as the Name of your Business
  5. Scroll to the Notifications Section
  6. Ensure the "Send Email Notifications When Payouts Occur" option is Selected
  7. Update or Adjust the Information as Needed
    • Add Emails through the Add People or Emails Section
    • Remove Names by Selecting the X in the Top Right Corner of the Name Box
  8. Scroll to the Bottom of the Page and Select Save

 

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FAQs

  1. "Can the Payout Deposit Email only be existing clients or can this be sent to anyone?" Answer: this can be sent to anyone! You are able to add any email address in this field
  2. "How many people can be listed as the Billing Contact to receive Billing Results emails?" Answer: only two people can be selected, and only admins or managers are able to be selected.

 

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