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