The Communication tab from the Timeline displays all sent emails and texts and all manually logged phone calls or other interactions. Read more about how to log a new client communication (such as a phone call or other interactions) in this article.
You can send a direct email or text message to the client by clicking on the 'Add new' button, followed by 'Communication update'.
You can use the Dictate function for all communication types, using the Tails addon. Find out more about Tails here.
For all Communication types, you can associate them with multiple pets of the same owner. By default, the pet selected here is the patient associated with the Health Card from where the action was started, but you can add multiple pets or remove the current one. The communication Update will be visible on the respective pets' Timelines.
Check out this article to learn more about centralizing all Notifications & client communication.
Send a Direct Email
For email types, type the subject, type (or dictate) your message, and add attachments, if needed.
Your emails can include rich text formatting, such as bold, italic, links, checkboxes, lists, tables and more. This makes your communication clearer and easier to read — for both your clinic staff and pet parents — ensuring important details stand out and nothing gets missed.
You can send the email to the client directly, or to other contact persons, or even referrals. Select from the list or start typing a new email address to send the message to someone new.
🚨 Please note that all messages sent through the platform are subject to this Messaging Policy, (i.e. messages relating to CBD are not allowed) (Forbidden Message Categories in the US and Canada (Short Code, Toll-Free, and Long Code).
Send a Direct Text/SMS
For text messages, you can type your message and click 'Send'.
You can send texts to a contact person instead or to any phone number, in the same way it works for emails.
Text markup/formatting (bold, italic, headers, tables, etc.) are not supported for texts. You can still paste links (such as payment links) to the message though.