Using the SMS System

Using the SMS System

Using the SMS System

There are two ways to view, send and receive texts and pictures. This is all done through your Live Access, HG or Cloud page. 

Option 1: From the client card directly. Open a client card and click the SMS button in the upper right. This will open the SMS messaging screen. Here you can send and receive messages with your client. Note that in the upper left corner it shows their text message number. This will only work to a valid cell phone number. If they have multiple numbers on file, you may need to verify which number they want to receive texts to. Clicking the "edit" button will allow you to choose a number. 

*If you used utilized the old text messaging system in KC desktop, the text # field required for that system does not apply to this new system. Phone numbers must be added to the client card in any of the phone fields. 


You can reply from here or you can opt to mark the message as "needs review" if you want to keep it as "new message" status for others to review or for you to review later. Note the "new message" icon in the upper right will change to reflect number of new messages. 







Option 2: Click on the messaging menu item and choose inbox. (Note this option is only available to admin ID and employees marked as managers in Live Access user list. 

Features here include:

Show Unread Only - Displays only messages that aren't marked as handled.
Hide Automated messages - Hides any of the automatic messages like confirmations, reminders, completed.  Only messages that the user manually typed or your client sent will display.
Mark all as handled - Will mark all messages as handled.
Search conversation - You are able to search for a particular client, pet, number to find a specific message.

You can also send a message through this screen.




Please note, there is no way to delete messages. Messages are retained for historical reference. Currently images, are only retained for 30 days but texts are in your KC database forever. 

Your customers should add your new SMS messaging number as a contact to their phones using your business name so they know it's you. 

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