This feature is currently in Beta.
To send a message to your client from their profile, just follow the steps below:
- Search for the person's name on Global Search or find them within the Leads or Clients tab
- Click on the profile of the person you want to send a message to
- Click “Send Message” on the top right Corner
- Select SMS from the options
- Type in your message
- If your Client has not opted for receiving marketing messages, make sure to not tick the “Marketing” option before sending SMS
- Click “Send Message”
If you do not see the option to send an SMS to a client, this may be because you do not have SMS enabled on your account - learn how to activate it here
Having trouble? Reach out to email@example.com and we can help.