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Guides

Sending a Message Manually to a Client

SMS Messages or Emails can also be manually sent to Clients in Nookal. See below for steps on how to send SMS Messages or Emails manually.

Manual message are useful if a Client has booked an appointment after the automated reminders have been sent but would still like to receive an email or SMS Message for the booking or for occasional communication if Clients prefers messages to calls.


Sending a Message From the Diary

1. In the Diary, click on the Appointment to open the Appointment window.

2. Click Send Message.

3. Select the type of message to send, Email or SMS.

Emails are free to send, SMS Messages cost 1 credit per 160 characters.

4. Select a Template or type the message. Ad-hoc Template created in the CRM section will be displayed in the dropdown list.

5. If sending an email, enter a subject line.

6. When ready to send, click Send Email or Send SMS.

The message will be added to the system message queue and will appear in the Client > Messages area once it has been sent.

Consent boxes to receive SMS or Email Reminders needs to be ticked before messages can be sent to Clients.


Sending a Message From Client Messages

Only Emails can be sent from the Client Messages section but both sent SMS Messages and sent Emails will be visible there.

1. Click Messages in the Client Profile. See Finding a Client Profile for more assistance.

2. Click Send Email.

3. Choose Recipient, Subject, Reply-To email, Template (optional) and type the email content.

4. Click Send.