How do I send a text to my customers?
Text or SMS functionality is currently available from the Appointment Window, Account Overview, Account Details and Order Details pages. You can find the Appointment Window on the schedule by left clicking on any appointment or by going to the appointment history tab from an Account. Look for the chat bubble icon. On the Account Overview page, if the client has a phone number listed you will find it in their contact info on the left-hand side and can click on the chat bubble icon to send them a text message. Click on the Details tab to navigate to the Account Details page, and you will see a chat bubble icon in the top menu. Select this button to send a text message. If you select an Order, you will also notice on the Order Details page, a chat bubble icon in the top menu. Select this button to send a text message.
Note: By default, the text communication is a one-way path only and is sent from a default number. This will be updated to include 2-way texting during the summer of 2025.