Messaging

Messages and notifications

Message one customer or many, and control the automatic messages they receive.

Connect a message provider

SMS and WhatsApp need a gateway. Set yours up in Settings > Miscellaneous before you send anything.

Send messages

• Send Message: pick one customer and a channel, then write your message.
• Bulk Message: choose who receives it and the channel (SMS, WhatsApp or email).

Change automatic messages

Settings > Notification Templates holds the wording for welcome messages, expiry reminders and receipts. Keep the [[placeholders]], because these are replaced with each customer's own details.

Check what was sent

Send yourself a test first, then confirm in Message Logs and on your own phone. Do both, because a button can show success when no gateway is set up.