Sending individual clients custom email, text messages, and scheduling call prompts is easy. You can also save time by creating custom message templates for common emails, text messages, and phone call reminders. Custom messages sent through Gazelle can be sent right away or programed to send on a future date.
Step 1: Go to the client file > upcoming messages > custom messages
Step 2: Select an email, text message, or call prompt.
Step 3: Tap 'New Message' or select from a saved template.
Step 4: Schedule to send and done!
CREATING TEMPLATES FROM THE WEB APP
Step 1: Go to Settings > Custom Templates
Step 2: Click on the message template you want to edit (or click New) in the header.
Step 3: Save your changes.
Step 4: Done!
CREATING TEMPLATES FROM THE MOBILE APP
You can use your template to message a customer from the mobile app, but creating and editing Message Templates can only be done from the Web App.