Text a client
Every client gets one thread: your texts, their replies, and the automatic messages, all in one running conversation. No personal phones, no lost context when a different person covers the desk.
Who can do this: Owner, Admin, Manager, or Front desk.
Send a text
- In the left sidebar, click Messages. The inbox lists one thread per client.
- Open the client's thread (or start from their record and jump into Messages).
- Type into the box at the bottom; it prompts with the client's name, like "Text Sarah."
- Click Send. The message joins the thread with the rest of the history.
Example. A 2:00 PM runs fifteen minutes behind. The front desk opens Sarah's thread, sends "Running about 15 minutes late, still good?" and gets her "yes np" back in the same thread, right above the reminder she confirmed yesterday.
[Screenshot: a client thread with the compose box]
Common questions
- Does the client need an app? No. It's normal texting on their side; the thread lives on your side.
- Can I text a client with no phone number on file? No. Add their phone to the record first.
- Whose replies show up here? Everything inbound from that client's number, including their reply to a reminder. One thread means the whole story is in one place.
- Do texts reach real phones yet? Messages send through a stub until Twilio is switched on, and the Messages screen says exactly that. The threads, history, and statuses are real; live delivery arrives at go-live.
Good to know
- Automatic messages (confirmations, reminders, nudges) land in the same thread, so you can see what the client was replying to.
- Keep it human. The automatic messages handle logistics; the thread is for everything a template can't say.