These settings can be changed via Settings > System Defaults.

Click the "Clients" tab at the top left.

Your client default values will be used on client-relevant areas of the system.

Default Preferred Communication Method: For new clients you create, set a default value for their preferred communication method. This can be overridden during client creation or afterward by editing the client.

Default Reminder Behaviour: For new clients you create, turn off sending client reminders by default. This can be overridden during client creation or afterward by editing the client.

"Heard About Us", "Role Label" and "Land Classification" Options: Populate the dropdown options when creating or editing clients. These values are only defaults, so you can still enter a custom option when creating a client.

Automatically send requests: By ticking this option, when creating new clients, you can automatically send them an email to connect with your business via Client Connect. (This will only work if the client has an email address).