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SMS Text Messages

📱 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

  1. From a Contact:

  • Locate the contact

  • Click SMS Text

  1. From a Property:

  • Click SMS Text

  • Select the relevant contact

  1. Select an SMS Template:

  • Choose a predefined SMS Text Template

  • Insert additional merge fields as needed by clicking Insert Field

  1. Preview the Message:

  • Review the message content using the Preview tab

  1. 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.

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