Channels
A channel is how a message reaches you.Available on every plan, to the address you registered with.
SMS
Premium, and it needs a phone number saved on your account first.
Premium, and it needs a WhatsApp number linked in your integrations first.
A channel shows as unavailable with its reason beside it rather than
disappearing: a column that is silently absent is indistinguishable from a
channel the product does not offer. Each cell states what is missing, whether
that is a plan or a number.
Classes and channels are two separate things
A class is what kind of message it is. A channel is how it reaches you. Keeping them apart is the whole design: you should be able to take a weekly summary by email and an emergency balance alert by WhatsApp without one choice deciding the other.Marketing email is a separate consent
Product news is never bundled with your alerts. It is its own control, labeledSend me product updates, and it is off unless you turn it on.
This is a legal record rather than a preference. POPIA section 69 requires
consent for direct marketing to be given rather than assumed, so the control
is never pre-ticked and is never folded into a general notifications switch.
You can withdraw it at any time, and doing so affects nothing else about your
account.
Which address each kind of mail comes from
Every one of them sets a reply address of
help@myclerkbook.com, so replying reaches a
person.
Next: exporting your data
Getting a copy of everything you have entered.