Client Communication
Scheduling an SMS Message
Last Updated: October 29, 2026Scheduling an 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. Check the "SMS" box only 5. To find a message template, you can...
Purchasing Additional SMS Credits
Last Updated: October 22, 2026Purchasing Additional SMS Credits 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" 3. Click on the "SMS Credits" tab 4. You can purchase additional credits that can be used any month you go over your plan...
Replying to Client’s Messages
Last Updated: October 22, 2026Replying to Client’s Messages 1. Click "Program Management" on the left-side menu 2. Click "Client Communication" on the left-side menu 3. "Search by client name, email or phone" on the search bar 4. Click on the message, inside the message...
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....
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...
