v-3 Clients – Actions – Sending an SMS

How do you send an SMS to a client

Rob Ward avatar
Written by Rob Ward
Updated over a week ago

From the main View Clients page your eBoss database allows you to quickly Send an SMS text message to a Client or Clients.

Filter & Select Multiple Clients

  • Navigate to the Clients screen in your main navigation menu on the left

  • Select the desired Clients either by:Selecting individually using the checkbox to the leftSelecting all Clients on the screen by clicking the checkbox to the top of the columnUsing the ‘Select All’ link to the right of the Filter button at the top of the list – this differs from the above in that you will select all the Clients, from all the Pages listedUsing Advanced Search to filter your list of ClientsSelect ‘Send SMS’ from the dropdown at the top of the Client listClick ApplyEnter your SMS messageReview the list of Clients selectedClick Send Now, or select a date and time & click Send Later

Sending the SMS Message

Your SMS will be sent to the selected Clients.

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