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Client Communications
Client Communications
Learn all about communicating with your clients. SMS, Email and Reminders, oh my!
6 articles in this collection
Written by
Amber Pistone
and
Matt Ventimiglia
Messaging Center
SMS Messaging
Text and chat with clients directly in Shepherd.
Written by
Amber Pistone
Updated over a week ago
Mass Communication | Texting (SMS) & Email
Send a mass text or email message to your clients directly within Shepherd.
Written by
Matt Ventimiglia
Updated over a week ago
Postcard Reminders
Postcard Reminders: Printing In-House
How to create postcard reminders in-house
Written by
Matt Ventimiglia
Updated over a week ago
Postcard Reminders: Send Out Printing
How to create postcard reminders for your clients.
Written by
Amber Pistone
Updated over a week ago
Admin
Setting up Appointment Reminders
Make sure that clients receive email and text notifications when they schedule an appointment.
Written by
Amber Pistone
Updated over a week ago
Managing Scheduled Appointment Reminders
When a client schedules an appointment, they can receive reminder texts and emails automatically.
Written by
Amber Pistone
Updated over a week ago