IRIS Elements comes with a built in text message service that's easy to set up and use. Text messages can be a great way to notify your clients about dates and deadlines, or promote your services.
Text messages can be sent automatically as part of a job. You may need to edit the appropriate job template to include a Send text message task.
Text messages sent from IRIS Elements come from a no response number. Your clients will not be able to reply directly to them.
A contact must have a Mobile phone number saved in their contact card to receive text messages.
Turn on text messaging
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On the cog icon on the top menu, select Settings, then select Practice Management.
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Select the Extras tab.
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Toggle the Text messaging switch to on, then select Confirm on the prompt.
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Select Save.
Configure text service
You can adjust the sender code used and the international dialling prefix applied or both from Practice management settings.
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On the cog icon on the top menu, select Settings, then select Practice Management.
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Select the Text messages tab.
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In Add your text message sender code enter your sender name. This how text message will be labelled for recipients. This can be up to 11 characters A-z, 0-9 including spaces.
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For UK based users International dialling prefix should be left as +44. Otherwise enter the international dialling code for your region.
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Select Save.
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