Need to send a client a once off SMS message? We have two easy ways to get to the right client, and then one place to send the message.
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Open the client's card in one of two ways:
- Click their name on their existing appointment. In the Visit Details window, click the client's name, or the green arrow (View Client Details) at the top right.
- Or click Search clients (the magnifying glass, top right of the diary). Start typing the client's name and click them in the search results.
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On the client card, click Text, under the client's name and phone number.
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The Text Messages window opens and shows any messages already sent to this client. Type your SMS message in the box at the bottom, then click the send arrow.
Get creative, start sending your clients messages. Use this functionality to your advantage!
If you need to view any messages you've sent, or to see if a client has responded, you can view your Campaign Report in Marketing. Click here for more info.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.