Articles on: Clients

Adding and Managing Programmed Messages

Programmed messages are automatic client follow-ups 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.

Programmed messages can be automatic (used when you want to send emails or SMS messages) or manual (when you want to be reminded about phone calls or mails).

To create and schedule a programmed message, navigate to the "Programmed Messages" section of the "Clients" module, click on the green "Plus" icon in the top right corner and choose the necessary information in the pop-up window:

To edit an existing programmed message, click on the "Pencil" icon next to the prefferred programmed message:

To disable a message, hit the icon here:

Updated on: 23/12/2022