SMS A Client

  1. Click on the Client option in the side menu and select a client you wish to SMS.

  2. This will bring up their client details, on the top right-hand corner click on the Send SMS link 

  3. The SMS Marketing screen will appear as shown below:

  4. You can choose a template or simply start typing a text message in the SMS message to be sent field. Remember this is limited to 120 characters.

  5. Template fields are place holders for values that will be replaced when the message is sent. For example, ClientFirstname will be replaced by David and so on. To insert a template field, simply put your cursor in the message box where you want the field to appear and click on the template field link. 

  6. You can also preview your SMS message by typing in your number in the test mobile number field and clicking Send Preview SMS. To send the SMS simply click the Send SMS(s) button.  

  7. What if you want to send an SMS to all your clients, simply use our SMS Marketing feature. 

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