Text Clients

Your center may have purchased the ability to send SMS text messages to clients.  Each text will incur a charge.  To view your credit balance, from the calendar screen, click Open > Client Appointment Reminders.  The remaining balance is in the lower left corner.  Your center administrator should visit our website to add credit to the SMS text account.  If a center exceeds its credit, they will not be allowed to send SMS text messages.

Clients can stop receiving text messages by replying STOP, UNSUBSCRIBE, CANCEL OR QUIT.  Clients can resume receiving text messages by replying START or YES.  Client responses do not affect any "ok to contact" settings on the client contact tab of the client screen.  The center will not be notified of these changes.  Replies sent to text messages will not be received by the center.

Click here for instructions to send appointment reminders via text.

Text a Group of Clients

1. From the calendar screen, click Open > Advanced Client Search.  (Note:  If you do not have sufficient permission, you will be unable to use this feature.)

2.  Choose Client Fields, and check "Exclude non-SMS-able."

3.  Choose other desired filters (e.g. appointment dates, attendance status)

4.  Click Search on the menu bar.

5.  Click arrow next to SMS (Text) All on the menu bar.

6. Choose the desired message from the list created by your center administrator.

7.  Click Yes.

8.  Click Ok on the confirmation message.