Sending a Text Message to a Client

Find the client you want to send a text message to on the Clients & Patients page or click the client name anywhere else it is available. When sending SMS messages to a client is enabled, the phone number and phone icon are shown next to the client's name on the client page.

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  1. Select the phone number. The Send SMS dialogue opens.

  2. Write your message in the Text field. You can also use templates if they are available.

  3. In the Related patients field, you can select the client's patient(s) that the message is related to if relevant.

  4. Select Send.

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