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.
Important
A dedicated Toll-Free Number (TFN) is required to send/receive SMS messages in the USA, Canada, Puerto Rico, Bahamas, Jamaica, Costa Rica, and Barbados. 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.