Navigation: Practice Management > Workspace > Communication 


Please click here to watch a video on the communication tab


Help/Guide


There are 5 headings under Communication

  1. Clients-Use this tab to send emails. You will be able to see previous emails to clients here
  2. Team-Use this tab to send emails. You will be able to see previous emails to team members here.
  3. SMS-use this tab to send an SMS message
  4. Schedule SMS-use this tab to schedule an SMS message in the future. See SMS's which are scheduled
  5. Schedule email-use this tab to schedule an email message in the future. See emails which are scheduled


Emails


You can send emails to multiple clients/team members at once by clicking on New Email, then selecting the contacts from the dropdown box


Update 24/08: CC and BCC functionality has been added


Please type the body of the email in the large box


When ready you can click send.



Note: the email will come from yourname@parse.capium.com though the title name will come through as your business. If the client replies to the email this will go to your Capium registered email.


Click here to find out how to send an email to a client with multiple email addresses


SMS


You can send SMS messages to your clients. Please get in contact if you cannot see the SMS access in Capium PM


The sender ID is your phone number which you want messages to be sent from (this will be charged from your phone company). The PM system will remember this number for the future.


Further more, if you want to send more 10 SMS's you will need to authenticated your account by entering a OTP, which will be sent to your designated mobile phone or email address.


Find out more about Capium SMS functionality here


The above article will let you know how to create an SMS template


When ready you can click send


By clicking add to queue you can schedule an SMS for the future


The following area will appear for you to add further information


When ready click save. These scheduled SMS will then should in the Scheduled SMS tab.



Scheduling e


Navigate to the Schedule Email page using the navigation above and once there, click the 'Set Schedule' button to begin


Upon clicking the Set Schedule button, you will be greeted with the below pop-up interface, simply fill the details accordingly

Once all the details have been entered such as Contact (client), Date, Time etc, click Send to set this Scheduled email up.