Instantly communicate with your clients to keep them in the loop at key points before, during, and after the work.
Text messages are currently available in the U.S. and Canada on select plans.
When adding a new client, there is an option to for Receives text messages which turns on the ability for that client to receive text messages to their phone number. To successfully send a text message to a client, this needs to be turned ON.
Text messages can be enabled:
- Manually, by editing clients individually
- En masse, by using the client import tool to make mass changes.
Editing clients manually
When you enter a phone number for a new client, by default that phone number will be enabled to receive text messages.
To edit an existing client, navigate to that client's profile and click Edit.
Under the phone number field, toggle the switch for Receives text messages to ON to enable text messages to this phone number.
Using the client import tool
First, you will need to export your current client list. To do this go to 'People' on the side navigation, then click More Actions > Export Clients
Choose the CSV option from the next pop-up window to download a CSV file:
Once you have the CSV file, you can scroll to the right to find the columns Text Message Enabled Phone # and Receives automatic client reminders?.
Make sure that the phone number entered int the Text Message Enabled Phone # column is the number that you would like to send text messages to. For Receives automatic client reminders?, true will indicate that it is turned on for them while FALSE will indicate that it is turned off.
Tip: We recommend looking to see if there are any custom field columns on this CSV file and removing them before saving your new changes.
After you have made the changes, save the CSV file. Then go back to 'People', and click More Actions > Import Clients on the right of this page.
The client import process will walk you through mapping the headings in your CSV. You will need to make sure that the headings for Receives automatic visit reminders? and Receives automatic job follow-ups? are mapping correctly.
- Any changes made to this CSV file will not affect the notification schedule itself. In order for messages to be sent automatically, a schedule for those notifications will still need to be set up from the Gear Icon > Settings > Notifications.
- Clients with multiple properties will show up multiple times in the CSV export - you will want to fill in each row for each client to avoid any jobs under different properties being missed.