Please follow the steps below to enable this add-on:
Click on "Settings"
Click on "Add-ons"
Scroll down to "SMS Messaging (Two-Way)"
Select the green + icon to enable
Please note this add-on has a monthly $99.00 fee for unlimited text messages. |
Once enabled you will have access to an Inbox located within the Schedule module tab, this will allow the clinic to see active conversations that are going on with clients. Clients can reply back to SMS text reminders about appointment confirmations or reminders. The clinic can even send text message reminders about letters, booking appointments or just gathering some more information.
After enabling the integration the clinic can set an automated response to be active or not active with a customizable format. This feature will also help with sending an alert for responses for after hours for when the clinic closed. If Auto-Response is set to "Activate" then the defined message will be sent to all clients who text the clinic number outside of clinic hours. The after hours alert can be used to notify specific users via email that a SMS message was received.
Starting a conversation:
The conversation is started as soon as a client sends the clinic a text message or the clinic can create a new conversation by clicking on the + icon on the right within the Inbox. Conversations are not started when an appointment or vaccine reminder is sent to the client. However, if the client replies to one of those reminder text messages, that then will start a conversation.
If the client has a profile within the clinic's account with the mobile number they are texting from, the software will automatically recognize that client and will provide their information within the conversation inbox. The clinic can even edit the clients profile via the inbox as well. The clinic can also see if the client has an account balance and will show all patients as well.
All conversations within the Inbox will be stamped with a date and time. Clients can even send PDF's or photos.
Assigning a conversation to a client:
The clinic will need to select the three dots within the inbox and select "assign to client". From there, the clinic can type out the clients name and hit save. If a client does not have a profile yet, the clinic can select "add client" and add all their contact information from the inbox as well.
Closing a conversation:
The clinic will need to select the three dots within the inbox and select "close conversation". Closing the conversation will automatically take the convo out of the inbox and will be saved within the client's communications tab.
Deleting a conversation:
The clinic will need to select the three dots within the inbox and select "delete conversation". Doing this will permanently delete this conversation and will not be stored within the clients communications. The software will also have a pop up alert confirming the deletion.
Receiving text messages:
A red flashing light will appear within the Inbox tab when a new message is sent. Similar to new tasks sent within in DaySmart Vet. When a client sends multiple text messages, the number of texts will appear within the Inbox conversations.
A phone number will be provide once the add-on is enabled and is displayed in the upper left of the Inbox screen. The clinic can not use their current clinic phone number. |
Please review the steps below to locate the virtual phone number:
Click on settings
Click on add-ons
Once the add-on is enabled the phone number will appear in the description
The clinic can also review the phone number within the Inbox.
Please click here to review a video on SMS Messaging (Two-Way) |
Configuring custom confirmation and reminder messages:
Custom SMS messages can now be sent for each Appointment Type. This allows for more detailed and specific information to be relayed to customers, such as drop off times, or pre-surgery instruction/reminders. For more details, see Managing Appointment Types.