SMS (Short Message Service) or more commonly called “Text Messaging” allows for notifications to be sent using texts, rather than emails.
SMS Messaging is handled through a third party provider. There is a cost based on the number of message segments sent, which is billed based on terms of the contract(Monthly, quarterly, annually, etc.).
You can view your current monthly usage as well as estimated current monthly charge in the Integrations module in the Admin Panel.
The SMS feature is not enabled by default and is only included for clients that have purchased this feature.
Text Overview
When the SMS feature is enabled, when contacts on a case have a cell phone number entered, and a supported notification is sent, they will receive a text message for the notification, instead of an email.
If a contact would like to opt-out of receiving text messages, the contact can be updated on the case to no longer receive text messages. This is done by editing the contact on the case and unchecking the “Receive Texts” checkbox. Make sure you update all related cases by selecting the related cases at the bottom of the contact update screen to update all cases with this contact.
