📱 SMS Text Messaging Guide
You can send SMS Text Messages to any contact with a valid mobile number directly from the Contacts screen. Our SMS Reply service (available as an add-on) allows recipients to respond to your messages.
✉️ Sending an SMS Text
-
From a Contact:
-
Locate the contact
-
Click SMS Text
-
From a Property:
-
Click SMS Text
-
Select the relevant contact
-
Select an SMS Template:
-
Choose a predefined SMS Text Template
-
Insert additional merge fields as needed by clicking Insert Field
-
Preview the Message:
-
Review the message content using the Preview tab
-
Send the Message:
-
Once satisfied, click Send
🔄 Tracking & Configuration
-
Message History: View all SMS messages sent to a contact via the Correspondence tab
-
SMS Credits: SMS credits must be pre-purchased in batches Purchase and monitor credits via the Home Page
-
SMS Footer: A default footer can be applied to all outgoing messages Configure this in:
File → Configuration → Site/Branch → SMS Footer Text -
Bulk Messaging: Send SMS messages to multiple contacts from the Reports screen
📏 Message Length & Costs
-
A standard SMS message is 160 characters
-
Messages exceeding this limit will be sent as multiple texts, incurring additional credit costs
-
These will be reconstructed by the recipient’s device and appear as a single message
📅 Appointment Confirmations
For appointment-related messages, consider including:
-
The name of the attending user
-
Their mobile number This ensures easy contact in case of changes or issues.