With Social Planet, you have several ways to communicate with SMS or email to your clients. Email is free, while SMS costs 8.9c per message (160 characters maximum).
How to Send Messages to Attendee Lists –
From the Frontdesk, head to the Clients header, click Client Groups
Select the Activity Attendees tab, use the Search function to find your activities Attendee list.
Note that the attendee lists are sorted chronologically, with the session closest to today’s date at the top of the list.
Press Send on the far-right side of the Attendee list tile. This will open the Send Group Message page.
Follow the instructions provided on this webpage.
If you wish to Delay sending a message until a specified date/time, tick this box, then add a reminder reason for scheduling the message.
Press Send, and voila!
How to Send Messages via the Attendees Tab –
From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your choice.
Go to the Attendees tab, select the Session Date.
Click Actions, then Send Group Message. This will open the Send Group Message page.
Follow the instructions provided on this webpage.
If you wish to Delay sending a message until a specified date/time, tick this box, then add a reminder reason for scheduling the message.
Press Send.
How to Send Messages to Individual Clients –
From the Frontdesk, head to the Clients header, click Client List.
Use the Search function to find the client.
In the Client tile, click Actions, then Send Message.
Fill out the Send Message window, and click Send.
You can reply to messages from clients in the Message Centre, here’s how –
From the Frontdesk, head to the Messages header, click Message Centre.
Use the Search field to find messages sent to the client.
If a client has replied, there will be an Expand Conversation button next to their name
Click this button to view the reply and continue the conversation.