Communication

Learn how to create communication templates, send messages and generate letters.

• Communicating with Clients
• About SMS Messages and Fees
• Available Merge Fields for Communication Templates
• How to Send eFaxes via Email
• Communicating with Practitioners
• Dedicated SMS Number Requirements (USA and Canada)
• Printing or Emailing a Client's Future (or Past) Appointments
• Main Communication Settings
• Managing SMS Communication Preferences
• Creating and Managing Communication Templates
• Sending Letters Securely
• Sending Letters to Referrers
• Using the Text Messaging Panel
• Using a Custom Mail Server
• Add Users Signature to Emails and Letters
• Using the Text Editor