Sending Preset/Template SMS messages

Client Diary has the ability to quickly send a preset message to a client so you don’t have to type out the same kind of message each time.

This is great for various tasks including manually sending appointment confirmations, letting a client know their pet is ready for pickup from a pet groomers, to check if the client is happy with their recent colour at a hair salon and much more.

How to Use the Preset Sms Template in Client Diary

Via the Client Menu

To do this:

  • Select the Clients Menu
  • Search for the Client
  • Choose the Messages tab
  • Scroll down to Preset SMS Templates

Via the Calendar

To do this:

  • Select the Calendar Menu
  • Choose the Appointment for the client you want to send this message to
  • Click on the SMS Tab in appointment popup
  • Scroll down to Preset SMS Templates

How to Edit the Template

  • Click the edit icon next to the SMS template
  • Under Template Name type the name you want the SMS template to be changed to
  • Under Message click and type your message
  • Click on Save button to apply changes