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Client Communications

Client Communications

Learn all about communicating with your clients. SMS, Email and Reminders, oh my!

Amber Pistone avatar Matt Ventimiglia avatar
6 articles in this collection
Written by Amber Pistone and Matt Ventimiglia
Messaging Center

SMS Messaging

Text and chat with clients directly in Shepherd.
Amber Pistone avatar
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.
Matt Ventimiglia avatar
Written by Matt Ventimiglia
Updated over a week ago
Postcard Reminders

Postcard Reminders: Printing In-House

How to create postcard reminders in-house
Matt Ventimiglia avatar
Written by Matt Ventimiglia
Updated over a week ago

Postcard Reminders: Send Out Printing

How to create postcard reminders for your clients.
Amber Pistone avatar
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.
Amber Pistone avatar
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.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago