Send SMS Messages (How-To)

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Send SMS Messages

To send an SMS, you will access the 'Conversations' area from the Top Right Chat Bubble Icon. The number displayed here is the number of unread messages for your location. You must have 2-way SMS set up in order to see this feature.

 

Alternatively, navigate to the Owner's profile Communications tab and click New SMS.

 

On the 2-Way SMS chat window, you will see the entire SMS history log for Sent and Received text messages, as well as any unread messages.

 

On the top right you will see a search bar and a + New message blue bubble.

  • The '+ New' blue bubble is what you will click to compose and send a new message.

  • If you would like to search for an existing number or owner name you've already been in contact with, you will use the search tool.

 

Once you select an owner, to send a new message click the blue '+ Start Conversation' button:

 

At the bottom of the SMS window, enter up to 320 characters. Optionally, if you are subscribed to the All-in-One Multimedia bundle then you can add photos or files at this time, and can also use Canned SMS templates to pre-fill a message which can then be customized as needed.

 

Once you click Send, the SMS will be sent immediately and the new message will appear in the history of the Read tab for all owners and the Conversations page for the particular owner. Additionally, the conversation will be logged on the Owner Communications tab.

 

Click on the conversation with the owner to view the complete Conversation.

 

While on a certain owner's conversations, you will see a Details Tab as well. From this tab, you can edit the customer's account, view their profile, book a reservation or appointment, and view owner information at a glance.

The Owner Contact section will pull from the System Fields on your Owner Form. The bottom Details section can be customized. From Left-hand Navigation: Admin ยป Owner Form, hover over the field you would like to add or remove and click the pencil edit button. In the side window, near the bottom is the Tags section. Tagging something to the Details section controls what shows here.

 

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