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Client messages are an important part of all successful businesses. Not only do they save businesses hours of time each week, but they add to the overall customer experience, helping them stay organised. In this guide, you will learn how to send one-off messages to clients.
Important note: please see our pricing and plans page to confirm if this feature is available within your subscription. Should you wish to upgrade, you can do so via this link. Otherwise, please contact one of our friendly Support team for further information.
How to send one-off messages to clients
There are a couple of ways to send one-off messages directly to your clients from Timely:
Send a message from the calendar
2 Choose either the send an SMS or send an email option.
3 The customer's mobile number or email address is added automatically. You can now write your message.
4 Click the send button when you are ready.
From the customer record
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.
From the Timely iOS app
2 Search for the customer by entering their name, phone number, etc.
3 Once found, click the view messages button on the right.
4 Click the button in the top right-hand corner that looks like a pen and paper.
5 Create your message and click send.