Sending Single & Bulk SMS

Sending an SMS

One-Off, From a Record

1. Open a contact, order, or invoice → click Send SMS (in the chatter's action menu).
2. Pick a Template or write a message directly.
3. Confirm the recipient number (defaults to the record's mobile/phone field) and send.

SMS Templates

Go to Settings > Technical > SMS Templates (developer mode). Like email templates, an SMS template is tied to a model and can include placeholders (customer name, order reference) that auto-fill per record. Keep SMS templates short — carriers charge/segment messages by character count, and unlike email there's no room for a long layout.

Bulk / Mass SMS

Select multiple records in a list view (e.g. a filtered list of contacts) → Action > Send SMS to message all of them at once using a template — useful for appointment reminders across a day's bookings or a short promotional blast to an opted-in list.

Automated SMS

Trigger an SMS template automatically from an Automated Action, the same mechanism used for automated emails and WhatsApp messages — e.g. an appointment reminder 2 hours before the slot, or a delivery-day notification.