Do-not-call (opt-outs)

Some customers don’t want to be called. Gary keeps a do-not-call list and checks it before every call, so a number on the list is never dialled.

How a number gets on the list

• A customer opts out on a call. If someone asks Gary not to call again, he stops straight away and adds their number to the list.
• You add one by hand. Go to Settings → Calling and add a number, with an optional reason.

When you add a number that matches one of your customers, that customer is flagged too, so Gary won’t call them about any invoice.

What it covers

• The list is keyed by phone number, so an opt-out sticks even if the contact is re-synced from Xero.
• A number on the list can’t be switched on for follow-ups on the Approvals page, that’s deliberate.

Seeing and managing the list

• View and add at Settings → Calling. Each entry shows the number, the customer (if we know them), the reason, and when it was added.
• Removing an entry can allow calls to that number again, but only when no other opt-out still covers it. Only a Gary platform admin can remove one, and only after confirming. If you need a number taken off the list, contact support. This keeps an opt-out from being undone accidentally.

Adding a number to the list, and removing one, are both recorded in your audit log.