Customize and automate notifications to keep your clients in the loop at key points before, during, and after the work.
When you enter a phone number for a new client, by default that phone number will be enabled to receive text messages. You can see this on the client's profile by clicking the Edit button located in the top right corner.
If you find yourself in a place where you need to turn this on or off, this can be done one client at a time from the client profile or you can update more than one client at a time using the client list export from the clients page.
First, you will need to export your current client list. To do this go to People on the left, then in the top right of the page 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. The titles will typically look like CFT[ ] or PFT [ ].
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 Reminder Schedule itself. In order for messages to be sent automatically, a schedule for those Reminders will still need to be set up under the Client Reminders page in Settings.
- 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.