Communications

Communicate with your clients, your team and your referrers

Diana Younan avatar Lachlan Cox avatar Matthew O'Carroll avatar +3
32 articles in this collection
Written by Diana Younan, Lachlan Cox, Matthew O'Carroll and 3 others
Communicate with your clients

SMS all clients with an appointment on a particular calendar day

Send a bulk SMS to all clients with an appointment on a particular day.
Wade Bradshaw avatar
Written by Wade Bradshaw
Updated over a week ago

Email reminder template

Setup an email reminder template to notify clients of their upcoming appointment
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

SMS reminder template

Create an SMS appointment reminder template
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Scheduling client appointment reminders

Schedule an SMS or email reminder for your client's appointment
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

SMS a client

Send a manual SMS to a client or other contacts within your coreplus account.
Matthew O'Carroll avatar
Written by Matthew O'Carroll
Updated over a week ago

Email a client

Send an email to a client or other contact within your account.
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Sent E-Mails and SMS

Finding your sent E-Mails or SMS in coreplus
Melissa avatar
Written by Melissa
Updated over a week ago

Email or SMS all clients

The easiest way to send a mass email or text to your clients
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Set send/reply to email address

Nominate an email address that your clients will see when receiving emails sent from your coreplus account
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Setting up your email signature

Create an email signature that is part of an email sent via coreplus
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Mailing labels

Export or print your client and referrer email and/or address information
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Wish your clients a Happy Birthday!

Setup and schedule a SMS birthday reminder
Matthew O'Carroll avatar
Written by Matthew O'Carroll
Updated over a week ago

Marketing Consent

Set the Marketing Consent status for your clients and export these lists for use in communications
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago