š Overview
2-way texting lets you send and receive text messages with your clients directly from the software. This article walks you through setting up and using the 2-way texting feature.
āļø Stop-gap: Messages will not send until Twilio verifies your messaging account registration. If you have any questions, email our support team at [email protected].
š ļø Setup
If you do not already have the Email and Text Messaging service set up, follow the instructions here.
āļøNote: You do not need to turn on email or text reminders to use 2-way texting.
š¬ Send & Receive Text Messages
Start conversations with clients and keep track of incoming and outgoing messages.
āļø Start a New Message
Send a text to a client in your database or to any phone number.
Click the Message Icon at the top right of your software.
āClick the plus sign on the left to start a new message.
āType a client's name or phone number to find them and start a text message, or type a phone number to start a new text to a client who is not in your database.
āType your text message, then press Enter on your keyboard or click the Message arrow on the right side of the screen to send the text.
š„ View Your Messages
All incoming and outgoing messages show on the left side of the screen. Each conversation displays the client's name if they are a client in your database, or a phone number if they are not.
Click the Settings gear to view only Unread messages or Archived messages.
āļøNote: A number appears on the Message Icon at the top right when you have a new unread message.
