SMS is a great supplementary channel for client notifications. You can trigger an SMS during various processes - for instance, when you send an estimate for approval, reschedule the appointment etc.
Since you are most likely to encounter similar scenarios in your workflow, creating a template for SMS notifications may come in handy.
To proceed, navigate to the Clients section and click on SMS Templates:
Click on the "plus" sign in the top right corner and create a template in the pop-up window that appears:
You can always edit and delete the existing templates from the main list by clicking on the relevant icon:
Since you are most likely to encounter similar scenarios in your workflow, creating a template for SMS notifications may come in handy.
To proceed, navigate to the Clients section and click on SMS Templates:
Click on the "plus" sign in the top right corner and create a template in the pop-up window that appears:
You can always edit and delete the existing templates from the main list by clicking on the relevant icon:
Updated on: 14 / 10 / 2021