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Follow the processes below to learn how to setup and use SMS Messaging in GPM:

  1. Set your vendor SMS settings so that text messages, such as appointment reminders can be sent.  See How to Set up SMS Messaging

  2. Create SMS templates to use when sending SMS messages.  See How to Create an SMS Template

  3. Use the templates to send bulk SMS messages.  See How to Run a Template Merge and Send Bulk SMS

  4. Send an individual client an SMS message. See How to Send a Client an SMS Message

  5. Manually send SMS Messages to remind clients of their appointments. See How to Send an SMS Reminder

  6. Generate SMS Messages to remind clients of their appointments. See How to Setup a Scheduled SMS Reminder

  7. Auto schedule your SMS messages so they generate automatically each day. See How to Auto Schedule SMS Messages.

IMPORTANT

Ensure that the total number of characters for the resulting SMS is no more than 160.

If it is more than 160 characters, the SMS will be sent in multiple parts and you will be charged for each part.

Be aware that the Vendor or Site Reply Name, defined in the SMS Vendor Settings,  will be added to the resulting SMS by default and therefore takes up available characters.

See How is an SMS Message created for more information.

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