How to Send a Text Reminder to a Client
Click Reminders and select Text from the drop-down options.
Step 1: Select the recipients
Option 1: Search for the client's mobile phone number by selecting their Type or by typing in their surname.
Option 2: Search for the client by selecting a fee type and/or fee name from the drop-down options.
Option 3: Search for the client by selecting the client's type, group or class from the drop-down lists.
(I) Click Select once satisfied, or click Clear List to clear your selections.
