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Notifications and Reminders
Send text messages to clients
Send text messages to clients

How to and where you can set up SMS text message reminders for your clients

Paul avatar
Written by Paul
Updated over a week ago

1. Navigate to and then do the following:

  • Hover over Gear icon in the side menu.

  • Click Settings Hub.

  • Under Communications, click Notifications and Reminders.

2. In the Notifications and Reminders Page, do the following steps:

  • Enable the toggle button for SMS notifications and reminders.

  • Select when the notifications and reminders will be sent to your clients.

3. Click Save.

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