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Communications
Communicate with your clients, your team and your referrers
34 articles
SMS all clients with an appointment on a particular calendar daySend a bulk SMS to all clients with an appointment on a particular day.
Email reminder templateSetup an email reminder template to notify clients of their upcoming appointment
SMS reminder templateCreate an SMS appointment reminder template
Scheduling client appointment remindersSchedule an SMS or email reminder for your client's appointment
SMS a clientSend a manual SMS to a client or other contacts within your coreplus account.
Email a clientSend an email to a client or other contact within your account.
Sent E-Mails and SMSFinding your sent E-Mails or SMS in coreplus
Email or SMS all clientsThe easiest way to send a mass email or text to your clients
Set send/reply to email addressNominate an email address that your clients will see when receiving emails sent from your coreplus account
Setting up your email signatureCreate an email signature that is part of an email sent via coreplus
Mailing labelsExport or print your client and referrer email and/or address information
Wish your clients a Happy Birthday!Setup and schedule a SMS birthday reminder
Marketing ConsentSet the Marketing Consent status for your clients and export these lists for use in communications
SMS Inactive Clients TemplateCreating a template to SMS all inactive clients
Admin notesAdd, edit, or delete Admin Notes for clients.
Dashboard OverviewA summary of the important details that you don't want to miss when you first log in to your account.
Internal Chat FunctionMessaging your colleagues directly or using the calendar to advise that a client has arrived
Add a message to your NoticeboardShare a message with your practice in the noticeboard
Create an appointment alertSet a note or reminder next time you book an appointment for a client
Create a client file reminderCreate, Edit, Delete or Dismiss a client reminder
Organisation TasksA great way to keep track on tasks for your team!
Generate a letterWrite a letter or report to send back to a referrer or other contact
Add case notes to a letterSave time by adding your case notes directly into a letter
Creating and using a letter templateCreate, edit and delete your letter templates
Remove Letter ImagesIf an image is no longer required for your letter writer, you can remove it
What is Secure Message Delivery?Understanding secure messaging, how it works with coreplus and why you need it
Register for Secure MessagingComplete your secure messaging add on application
What to do with a secure messageView details, editing and viewing attachment, assign and finalise a secure message
Initiating a secure messageHow to send a brand new message via the secure messaging add on
Send to and Reply to a secure messageSend a response with an attachment to a received secure message