This article includes the following topics:
SMS tab overview
The SMS tab in the Client Dashboard allows you to have full SMS (text) conversations with a contact through the software while viewing and storing the messages in the SMS tab.
The SMS module is optional. If you have it, the tab will be available to you. It is an integration that works with Twilio.
Sending an SMS message
If there isn't a phone number or a in the bottom right of the message box, the number on file is unable to receive SMS messages.
- From the Client Dashboard, click SMS tab.
- Do one of the following in the message field:
- Begin typing a custom message to the client; or
- Select an option from the Select a Template menu if you have a preset message you want to use.
When the contact responds, an in system pop-up notification displays.