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Use a customer override for a genuine exception. Keep inherited settings when the customer should follow company-wide communication behavior.

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What you can override

  • Before-delivery email and SMS
  • After-delivery email and SMS
  • Accounting-provider invoice email or SMS where supported
  • Sweeply invoice-ready email and SMS
  • Before-delivery lead days
  • Presence-required and non-presence timing profiles
1

Open customer notification settings

Open the customer and select the notification preferences.
2

Review inherited values

Sweeply shows which behavior comes from the company default.
3

Select Customize

Override only the specific values that should differ for this customer.
4

Save and review the impact

Expanding the effective lead window or enabling a rule can queue missing reminders for upcoming scheduled orders.

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Return to company defaults

Use Use organization default for one timing profile or Use all organization defaults to remove the customer’s complete override set.
A customer cannot override a globally disabled email or SMS channel. Enable the channel at company level first if it should be available anywhere.
A shorter lead window can remove date-based planning protection from visits that have not been notified. A current customer notification remains a separate protection reason.
Last modified on August 27, 2026