Client Communication
Create a Message Template for Client Communication
Last Updated: August 9, 20261. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the sub-menu 3. Navigate to the "Templates" section 4. Click "+ Create Template" 5. Enter the "Template Name" 6. Enter a "Description" 7. Set the "Category" 8....
See Sent Messages to Clients
Last Updated: August 8, 2026See Sent Messages to Clients 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the sub-menu 3. Navigate to the "See Sent Messages" 4. Click "Filters" to start a search 5. Filter by "Delivery Status" 6....
Sending a Client SMS Message
Last Updated: August 8, 2026Sending a Client SMS Message 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the sub-menu 3. Navigate to the "Compose Message" section 4. Select if you want to write an "Email" or an "SMS" 5....
Client Communication Overview
Last Updated: August 8, 2026Client Communication Overview 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the sub-menu 3. Navigate to the "Compose Message" section 4. Select if you want to write an "Email" or an "SMS" 5. To find...
Sending a Client E-mail
Last Updated: August 8, 2026Sending a Client Communication 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the sub-menu 3. Navigate to the "Compose Message" section 4. Select if you want to write an "Email" or an "SMS" 5. To...
