Send SMS Messages (How-To)

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Summary

This article shows you how to send a text to an owner from the 2-Way SMS Conversations area.

Before You Begin

You must have 2-Way SMS set up to use this feature. See Set Up 2-Way SMS.

Steps

  1. Select the Chat Bubble icon in the top right to open Conversations. The number on the icon is the number of unread messages for your location.

    Dashboard with weather and booking details.

    You can also go to the owner's profile, select the Communications tab, and select New SMS.

    Communications dashboard with SMS option highlighted.

  2. Look at the 2-Way SMS chat window. It shows the full history of sent and received texts and any unread messages.

    Dashboard with conversation panel open.

  3. Select the blue + New bubble in the top right to write a new message. To find a number or owner you already contacted, use the search bar.

    Chat interface with message list and search bar.

    Contact list with search results for Jones.

  4. Select the owner.
  5. Select the blue + Start Conversation button.

    Choose Recipient screen with Start Conversation button.

  6. Enter your message at the bottom of the window. You can enter up to 320 characters. If you subscribe to the All-in-One Multimedia bundle, you can also add photos or files. You can also use Canned SMS templates to pre-fill a message, then edit it.

    Text messages about pet daycare updates.

  7. Select Send. Gingr sends the text right away. The message shows in the history of the Read tab for all owners and the Conversations page for that owner. Gingr also logs it on the Owner Communications tab.

    Chat interface with a message preview

  8. Select the conversation with the owner to see the full Conversation.

    Chat about pet home care services.

Use the Details Tab

In an owner's conversation, the Details tab lets you edit the customer's account, view their profile, book a reservation or appointment, and see owner information at a glance.

The Owner Contact section pulls from the System Fields on your Owner Form. You can customize the Details section at the bottom:

  1. Go to Left-hand Navigation: Admin » Owner Form.
  2. Hover over the field you want to add or remove.
  3. Select the pencil edit button.
  4. Find the Tags section near the bottom of the side window.
  5. Tag the field to the Details section. This controls what shows in Details.

Customer contact details page

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