Turn on client messages

While you set up, nothing reaches a real client. Texts and emails go only to your test contacts and your own team. When you are ready, an admin switches client messaging on.

Steps

1. Open Settings, System, Sending. The first card says Client messaging is off.
2. Under Test contacts, press Add a test contact and pick a contact with your own mobile and email on it.
3. Try the whole path on that contact: send a quote, mark a stop on the way, check the texts and emails arrive.
4. When you are happy, flip the switch. Read the warning and press Yes, turn it on.
5. If automatic messages wrote themselves while it was off and are under two hours old, the card asks whether to send them. Press Send them, or Leave them in the Outbox.

What decides whether a client message goes

A message to a client goes only when every one of these says yes:

• Client messaging is on. Until then, only test contacts and the team are messaged.
• The person sending may message clients. For a text or email someone sends themselves, their role needs Message clients on (Settings, HR, Roles). An automatic notification goes by its own switch, whoever pressed the button that set it off.
• The task says to tell the client. Each task type has its own Text and Email boxes (Settings, Operations, Dispatch, Task types), copied to every task; change them on one stop under Tell the client. Deliveries, pickups, service calls and site visits start ticked; warehouse tasks and reloads stay silent.
• The client said yes. Their record's Can text, Can email and Emails about their booking only. See Client consent.

Good to know

• The Notifications page shows the same thing at the top: client messaging, the texting service and the address for automatic emails.
• Team members' own numbers and addresses always pass, so the team can be messaged before you go live.
• A client who chose booking emails only still gets task, order and issue messages, but no quote follow-ups or lead messages.
• Every automatic client email carries an unsubscribe link, and every automatic text ends "Reply STOP to opt out." See Unsubscribe and STOP.

If something goes wrong

• A send is refused. The refusal names the reason in plain words: client messaging off, the client said no, or no texting service.
• An automatic message never went. Look in the Outbox: a held message shows Held: and why.
• You cannot flip the switch. Only an admin can.