Using the Text Messaging Panel
The text messaging panel not only provides you and your business an easy-to-use and central place to message your clients but also to be notified when a client responds to one of those messages, be it an automatic reminder or simply a happy birthday message.
We didn't need to reinvent the wheel here, so we've used a design that's similar to what most of you are likely already using on your smartphones.
A dedicated Toll-Free Number (TFN) is required to send/receive SMS messages in the USA and Canada. For more details, please click here.
The text messaging panel can be accessed through the speech-bubble icon toward the top right-hand corner of any page within Power Diary.
Sending Text Messages
Sending a message is super simple, you mightn't even need steps to figure it out, but just for good measure here they are.
- Open the Text Message Panel by clicking the speech-bubble icon in the top right-hand corner of any page.
- Click New.
- Search for the client that you would like to send a message to and select them.
- Either type a message on the spot or select a template from the drop-down list.
- Click Send Message to deliver it.
And that's it! Simple as that. If the client replies you will see a notification appear on the speech icon to let you know (this happens live: you don't even need to refresh). You can then read and reply to the response by selecting the conversation in the panel.