Communication
Learn to use communication templates, send messages and generate letters.
- About SMS Messages and Fees
- Add Users Signature to Emails and Letters
- Available Merge Fields for Communication Templates
- Communicating with Clients
- Communicating with Practitioners
- Creating and Managing Email, SMS and Letter Templates
- Dedicated SMS Number Requirements (USA and Canada)
- Email Deliverability Status
- How to Send eFaxes via Email
- Main Communication Settings
- Managing SMS Communication Preferences
- PDF Password Protection for Email Attachments
- Previewing Attachments Before Emailing
- Printing or Emailing a Client's Future (or Past) Appointments
- Resending an Email
- Sending Letters Securely
- Sending Letters to Referrers
- Use Short Links in SMS Messages
- Using a Custom Mail Server
- Using the Text Editor
- Using the Text Messaging Panel