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How do I set up a text message to remind everyone of appointments?
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Last Updated
21st 2010f August, 2010
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Reminder text messages can be sent to the "Admin", "Client", and "Staff".   Locate "Reminders" section.  Click the appropriate check the boxes in the "Text/SMS" field. 




Verify that the client has a cell phone number entered in their file and that text/sms is set to be allowed.  Open a client folder.  Click the "Client Tab".  Client the client extended information button ( [i] ).




Locate "Telephone Numbers" section.  Locate "Cell/Mobile" field.  Verify a phone number has been entered.  Locate "Text/SMS" field.  Select "Yes".  Click "Save" button.




Resources > Employees - Select an employee file.  Click "Edit" button.  Locate "Telephone Numbers" section.  Locate "Cell Phone" field.  Verify a phone number has been entered.  Locate "Text/SMS" field.  Select "Yes".  Click "Save" button.

 

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