Client Communications
Learn all about communicating with your clients. SMS, Email and Reminders, oh my!
11 articles
Setting up Appointment RemindersMake sure that clients receive email and text notifications when they schedule an appointment.
Scheduled Appointment NotificationsManage appointment reminders in Shepherd with email/SMS settings, templates, and client preferences.
Notifications by Appointment TypeLink SMS and Email notifications to specific appointment types to customize your client's experience
SMS and MMS Messaging in ShepherdText and chat with clients directly in Shepherd.
Mass Communication - Texting (SMS) & EmailSend a mass text or email message to your clients directly within Shepherd.
Message Overview DashboardTrack and manage your SMS usage with a real-time dashboard that shows message volume, trends, and credit balances - all in one place.
Product RemindersCreate and edit product reminders and configure a reminder email template.
Postcard Reminders using ShepherdHow to create and print postcard reminders in Shepherd
Postcard Reminders using an External ServiceHow to create and print postcard reminders using a service outside of Shepherd