Send an SMS message to many clients at the same time

You can use the Records dashboard tab to send an SMS message to many clients at the same time. As a result, it is not necessary to send one SMS message to each client each time.

Make sure that your site has an applicable SMS template that ezyVet uses to send the SMS message
Make sure that your site has an enabled SMS module

To find the applicable clients and send an SMS message to them, do this procedure.

Note: A practice manager can configure the time range that ezyVet uses to automatically send SMS messages. Thus, ezyVet automatically sends the SMS messages only in the time range that the practice manager configured.

Select Dashboard.
Select Records.
ezyVet shows the Records screen.
Set Record Type to Contact.
Set Active to Yes.
In the All section, select the green plus button to add a filter.
Set the filter to Contact Type.
Set the Contact Type filter to Customer.
Select Show Records.
ezyVet shows the client contact records.
Select the applicable client contact records.
In the Perform Action section, select All or Selected.

Note: To send a message to all clients of the search results, select All. To send a message to only the clients that you select, select Selected.
In the Action list, select Generate Communication.
Select Action.
ezyVet shows the Send Communication dialog box.
If necessary, select This is Marketing.

Note: If you select This is Marketing, clients that have No Electronic Marketing (Spam Act Opt Out) set in their contact record will not receive the message.
In the Method box, select SMS.
In the Template* box, select the applicable SMS template.
In the Status box, select Sending.
In the Subscription box, select the applicable subscription group of the SMS message.
Select Confirm What To Send.
ezyVet shows a dialog box that shows the clients who will receive the message and other related information.
Do a check of the information and make sure that it is correct.
Select Generate Communication.