Reminders & Notifications
By Kyle and 1 other2 authors7 articles
- Messaging Service Overview
- Modifying Text Reminder TemplatesLearn how to edit text reminder templates so your messages are clear, consistent, and formatted correctly for clients.
- How To Resend an Appointment ReminderLearn how to resend an appointment reminder to a client from the appointment ticket, and when the software resends reminders automatically.
- How To Receive Client Email & Text ResponsesLearn where client replies to emails and text messages go, and how to set the Primary E-mail and Primary Phone that receive those responses.
- How To Edit Messaging TemplatesLearn how to find and edit your email and text message templates, use the editing tools, and add <Insert> items to personalize each message.
- Text Message Confirmations Overview
- Messaging Best PracticesLearn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.