📌 Note: Texts are limited to 96 characters, anything longer will be sent as a weblink which will require your clients to click on from their text. It might be worth warning them a weblink is coming if they are less confident with messages like this.
Open the case management system and go to the 'Clients' tab
Select the client 🧑 you want to send a text message to
Make sure the client has a phone number listed in either of these formats: +44 (country code format) or 0 (local format), this will be shown in the far-right corner of the client 'Summary' tab
Select the message button 💬 on the right of the client's name
This will open up a panel on the right-hand side of the page and will automatically fill in their name and phone number
Compose your message ✍️, such as "See you tomorrow at your appointment at 10 a.m."
You can then choose to 'Save to clinical record' by either ticking or unticking the checkbox ☑️ and selecting the correct record (this should be auto-populated already with the client's information)
You can then also choose to check or uncheck a box 'Include reply link' ☑️ which will give the client the option to respond to your text with a link (you may need to scroll down to see this)
Click 'Send' when you're ready, the system will ask you to confirm before sending, select 'Yes, send' 👍
After sending, the message will be recorded in the case management system along with the full text of the message
Congrats, you have sent a text message in Joy! 🎉
Video Walkthrough