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Showing articles from SMS tag

How to set up my customer's preferred method of contact

This is an important field to keep up-to-date as the system uses this to determine how to contact your customer for their automatic service, rego and booking reminders. 1. To set the preferred method of contact for your customer, to go the customer profile. Click on '**Customer**' from the left-hand navigation bar in…

Setting up your WorkshopPay Email and SMS default messages

_**Setting up your WorkshopPay Email and SMS default messages**_ 1. Go to Settings > Messages on the tabs on the left hand side of Workshop Software. ![][1] 2. Scroll down to the bottom section called 'Payment Messages' and type in what you would like the default messages to be: **Please note**: You will need to i…

How to allow customers to reply to your SMSs

If you would like your customers to be able to reply to your text messages, put your phone number in the "Mobile Company Name" field in your Company Settings ![][1] If you do this, make sure to mention your company name in any SMSs you send so the customer knows who it's coming from. [1]: https://hf-files-oregon…

How to set up a SMS template

If you want to send out a particular SMS on a regular basis but do not want to have to type it out each time, you can set up a template so that you can add this to an SMS at any time. For example if you want to send an SMS to clients to advise that their car is ready for pick up. 1. Click on **'Settings'** on the lef…

How to Bulk SMS/Email Customers

**Please note** this is a gold feature, to upgrade please go to your **Profile** settings - **Subscription** and click **'upgrade'**. Workshop Software has introduced a feature that allows you to communicate with all / groups of your customers. This can be achieved within your "Communications Centre". 1. In the menu…

How to send a bulk SMS to current job clients

1. Open your Job Centre and select the **'Actions star'** icon in the top right side of the screen, followed by selecting the '**Send Bulk SMS**' option; ![][1] 2. Fill out the date range of jobs you'd like to SMS, and click on the green **'Search'** button to find all jobs booked in for the specified date rate. Sel…

How to send an SMS to a customer

Workshop Software allows you the ability to send an SMS to a customer directly out of the software. In order to send SMS's you will need to purchase some first. Here is a guide on [how to purchase SMS's][1]. If you would like your customers to be able to reply to your SMSs, follow [this guide][2]. 1. Search for the …

How to purchase SMS's

In order to be able to purchase SMS’s a valid credit card must be registered. If you are paying your subscription either monthly or yearly by credit card then your card details will be registered and on file. If you have paid your subscription through your Capricorn account (Australian & New Zealand subscribers only) …

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