To send bulk SMS’s to Clients, from the Home Screen, click Clients, then click the Client SMS function from the Client’s Sub-Menu. 

Type the message you want to send your Clients in the Message field. The Sender field can be updated in System Maintenance> Preferences> SMS.

Choose to  and add a Note Title for the Notes section of the Client record.

This screen works in the same way as the previous Bulk functions, where you can sort and filter the screen to the Clients you want to SMS.

Click the  button to send the SMS’s to your Clients.

Chintaro will advise you that the SMS’s have successfully/ unsuccessfully sent.

Client Notes will be created if you selected the Create Client Note box to be ticked.

Click here to see Solution: Viewing/Printing/Exporting Client Notes in Bulk