How do I change the messages sent to customers?
Customers are sent messages automatically when you add them to your customer list, schedule a job or mark it as done.
You can turn these messages on or off in Settings > Customers > Notifications. You can also change whether they're sent as SMS or email.
You can change what these messages say in Settings > Customers > Message Templates.
When you're customising these message you can use various template tags to include personalised customer data, such as their name or current balance. You can read more about these tags in this help article: Customer template tagsCustomers
- How do customers work?
- How do I add a cash payment?
- How do I add a customer?
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- What is the customer portal?
Payments
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Marketplace
Message Templates
Rounds
Websites
Balance
Expenses
Getting Started
Organising work
Plugins
Dashboard
Pricing