This article will teach you how to set up and use the 2 way texting feature so you can communicate with your clients.
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​How to set up the Messaging Service
If you do not already have the Email and Text Messaging service set up, follow this article here.
Note: You do not need to enable the email or text reminders in order to use the 2 way texting feature.
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​2 Way Texting Overview
1. Click on the Message Icon at the top right of your software.
2. Click the plus sign on the left to start a new message.
3. Type in a Client's name or phone number to find them and start a text message or type in a phone number to start a new text to a client who is not in your database.
4. Once you type out your text message click Enter on your keyboard or the Message arrow on the right side of the screen to send the text.

5. All incoming/outgoing messages will show on the left side of the screen.
6. It will display their name if they are a client in your database or a phone number if they are not a client.
7. Click on the Settings gear to view only Unread messages or Archived messages.

8. A number will appear on the Message Icon at the top right when you have a new unread message.