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 Notifications & SMS ConfirmationsManage automated appointment reminders in Shepherd, including email/SMS settings, templates, client preferences, and how clients confirm appointments by text.
Notifications by Appointment TypeLink SMS and Email notifications to specific appointment types to customize your client's experience
Text Messaging in ShepherdEverything you need to know about texting your clients — send and receive SMS and MMS messages directly from Shepherd's Message Center.
Mass Communication - Texting (SMS) & EmailSend a mass text or email message to your clients directly within Shepherd.
Message Overview: Managing Texting Credits and UsageTrack and manage your SMS credit balance, review messaging usage, and purchase additional credits — all from the Message Overview dashboard.
How to Set Up Patient Service RemindersCreate and edit patient reminders, and specify when and how often clients receive a reminder email.
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