During the initial setup, Twilio will assign a unique phone number to your practice. This is the phone number that your clients will see when they receive a message from your practice.
📨 Sending a Message
To send a message to a client, simply click on the Find/Start Chat button or search for a client in the search box. A chat message window will display to the right of the chat list.
If there is no message history with the client, No Messages Yet will display when the client is selected. If any messages have been sent/received from the client, they will display in the panel.
Enter your message in the Type a Message… field and click the orange arrow to send a message to a client.
Outbound messages to the client will display in blue and will include:
The date and time the message was sent
The initials of the user who is sending the message
✂️ Snippets
We’ve added the Snippet Library to Client Chat to help you save time when sending SMS messages to clients.
To make the most of this feature, we recommend creating clear, easy-to-find Snippets in the Admin. Keep in mind that Client Chat Snippets are not compatible with Standard Snippets or Variables, so it’s a good idea to create general-purpose Snippets specifically for use in Client Chat.
Best Practice Tip: Add Client Chat to the label of the Snippet