📝 Overview
2-way texting lets you send and receive SMS messages with clients directly inside the software, so you can reply quickly and keep conversations organized in one place.
⛔ Disclaimer: Messages will not send until your messaging account registration has been verified by Twilio. If you have questions about verification, contact support at [email protected]
🛠️ Setup
This section explains how to enable messaging (if needed), access 2-way texting, send messages, and manage unread or archived conversations on both website and mobile.
⚠️ Please Note:
If you haven’t set up Email and Text Messaging yet, complete that setup first using your platform’s Email & Text Messaging setup guide. You can still use 2-way texting once messaging is enabled, even if you choose not to turn on appointment reminders.
🖥️ Website
Click the arrow to learn how to access 2 way texting on the website
Click the arrow to learn how to access 2 way texting on the website
Access 2-Way texting
Click the arrow to learn more
Click the arrow to learn more
Click the Message icon in the top-right corner of the software.
The messaging window will open, showing your conversation list.
Create and send a new message
Click the arrow to learn more
Click the arrow to learn more
Click the + (plus) button on the right to start a new message.
Type a client’s name or phone number to search, or enter a phone number to message someone who is not in your client list.
Type your message in the text field.
Press Enter on your keyboard or click the send arrow to send the message.
View archived messages
Click the arrow to learn more
Click the arrow to learn more
Click the settings/gear icon in the messaging window.
Select Archived to view archived conversations.
Click a conversation to open and review the message history.
Find unread messages
Click the arrow to learn more
Click the arrow to learn more
Click the settings/gear icon in the messaging window.
Select Unread to filter your conversation list to only unread messages.
Know when you have a new message
Click the arrow to learn more
Click the arrow to learn more
Look for a number badge on the Message icon in the top-right corner. The number indicates how many unread messages you have.
📱 Mobile
Click the arrow to learn how to access 2 way texting on the mobile app
Click the arrow to learn how to access 2 way texting on the mobile app
Access 2-way texting
Click the arrow to learn more
Click the arrow to learn more
Open the DaySmart mobile app, the icon for your app may vary based on the software you use.
Tap the Messaging/Messages tab to open your conversation list.
Create and send a new message
Click the arrow to learn more
Click the arrow to learn more
Tap the new message/compose option (often shown as a +).
Search for a client by name or enter a phone number.
Type your message.
Tap Send.
View archived messages
Click the arrow to learn more
Click the arrow to learn more
From the conversation list, open the filter options to select Archived.
Tap a conversation to view the message history.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Do I need to enable appointment reminders to use 2-way texting?
Click the arrow to view the answer
Click the arrow to view the answer
No. You only need Email and Text Messaging service enabled. Appointment reminders do not need to be turned on to use 2-way texting.
Why won’t my messages send?
Click the arrow to view the answer
Click the arrow to view the answer
Messages will not send until your messaging registration has been verified by Twilio. If you believe you’re verified but messages still aren’t sending, contact support at [email protected].
Can I text someone who isn’t in my client list?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. You can start a conversation by entering a phone number, even if the person is not saved as a client.
Where can I find archived conversations?
Click the arrow to view the answer
Click the arrow to view the answer
In the messaging window, use the settings/gear (website) or filter/settings (mobile) option and select Archived.
How do I know if I have unread messages?
Click the arrow to view the answer
Click the arrow to view the answer
On the website, a number badge appears on the Message icon when you have unread messages. You can also filter your conversation list to Unread in messaging settings.