To help you keep on top of your client communication and make things easier for you, we put all your messages in one place for easy management!
In Timely, you can send a whole range of messages to clients. Find out more.
In this guide, we'll show you:
- How to view your messages.
- How to view SMS replies.
- How to view sent SMS and emails.
- How to resend, delete and pause messages.
How to view your messagesWhen a message is sent to a client, or they reply, it can be viewed on the Messages page. You can find the Messages tab in the main menu.
Underneath this heading, you have a few options:
- If you allow clients to reply to SMS, there will be an SMS Replies option.
- Sent messages.
- Email marketing (via MailChimp).
- SMS Marketing (Available in NZ, AU, UK, USA only).
When you turn on SMS reminders and confirmations, you will be given the option to allow clients to reply to SMS messages.
- If you have this setting switched on, then you will be able to view any SMS replies from customers directly from your Timely account.
Email replies from customers are sent directly to the account holder email address by default. If you have a separate address set up for your online booking notifications, then this email address will be used instead. You can update that under Setup > Staff notifications > Online booking notifications.
To view any SMS replies, you can head to Messages > SMS replies from the main menu.
This will include any replies from clients, so both confirmations and general replies will be shown here. This is a great place to check if you're wanting to find out which client's have/haven't confirmed their appointment.
There will be some basic information included for each message:
- The date/time the message was received.
- The SMS number and client that the message was from.
- The booking it's related to (if it's a response to an automated reminder or notification).
- If any actions are taken as a result of the reply (e.g. Appointment confirmed).
If you have any unread messages, these will be indicated by a green badge on the Messages tab. This will also show how many messages are currently unread:
If you receive a lot of SMS replies from your clients, you can view more than the default 100 that are loaded by clicking the 'View more' button at the bottom of the page of messages.
If you head to Messages > Sent messages then you will be able to see a list of all SMS and emails that have been sent to clients.
SMS and emails sent to staff are not included here.
Similarly to the SMS replies, you will be able to see a bunch of information relating to the message:
- The Date/time the message was sent.
- The client's name and contact details.
- If there is a related booking, a link to the appointment.
- The status of all message e.g. Pending, Sent, Error.
- The content of the sent message. SMS are displayed in full and a link allows you to view the full email on top of the page.
For both the replies and sent messages the Refresh button will refresh the messages on each respective page:
Just like an email inbox, there are some other actions you can apply to a message:
- Send a reply.
- Resend a message.
- Delete a message.
- Pause a pending message.
- Mark a message as read.
- Mark a message as unread.
- View a related booking.
- View the client's record.
Check out our How to pause, delete and resend messages guide for more detailed instructions.