Programmed messages are automatic client follow-ups which are triggered when certain conditions are met. An example of such a message would be sending an SMS to the client when the payment is due, a follow-up to an estimate every 7 days etc - the scenarios may vary.

To create and schedule a programmed message, expand the Clients section on the sidebar and click on Programmed Messages:



Click on the green "Plus" icon in the top right corner and create a message in the pop-up window:



To edit an existing message, click on the "pencil" icon in the last column of the full list of the programmed messages:



To disable a message, hit the icon here:

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