How to send a customer message

Timely provides a range of automated notifications and reminders but sometimes you just want to send a quick message to a specific customer.
There are a couple of places where you can send a manual (or "ad hoc") message directly to a customer:

  1. From the Calendar.
  2. From the Customer's tab.
  3. From the Calendar Sidebar.

When a customer replies to an SMS message, it will be shown on the SMS replies page in the Messages tab. However, if a customer replies to an email message, this will be sent directly to your email address.


Send a message from the Calendar

  1. Click an appointment on the Calendar.
  2. From the pop up, click the Envelope icon:

  3. Choose either the Send an SMS or Send an Email option: 
  4. The mobile number or email address will be added automatically so simply write your message: 

  5. Click the Send button when you are ready.

Remember SMS messages are limited to 160 characters, as all SMS messages are.


Send a message from the Customers tab

  1. Head to the Customers tab.
  2. Search for the customer by entering their name, phone number, etc.
  3. Once found, click the Messages button on the right: 

  4. Choose Send a message from the options: 

  5. Then you can choose either the  Send an SMS or Send an Email option.

  6. Compose your message and click the Send button when you are ready.


Send a message from the Sidebar

  1. Click the [>] button in the top left corner to open the sidebar: 

  2. Search for and select the customer's record.
  3. Click the Send message button: 

  4. Choose between Send an SMS or Send an email

  5. Compose your message: 

  6. Click Send to send the message: 

  7. This will show up as an Ad Hoc message in the Messages tab: 

Still need help? Get in touch with the Support Team Get in touch with the Support Team