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How to send messages to a client

Send SMS messages to individual clients, all clients, or specific groups directly from Tacklit. Messages are one-way with a 640 character limit.

Updated over 2 weeks ago

How to send messages to a client

Tacklit includes a built-in SMS messaging feature that allows you to communicate directly with clients. You can send messages to a single client, to all clients in your practice, or to a specific group of clients.

Important details about messaging

  • SMS only — messages are sent as SMS text messages to the client's registered mobile number

  • One-way communication — clients cannot reply to messages sent through Tacklit. If you need a response, include instructions in your message (e.g. "please call the practice on...")

  • Character limit — each message has a maximum of 640 characters. A character counter is displayed as you type

Sending a message to an individual client

  1. Open the client profile — search for the client and navigate to their profile

  2. Select the messaging option — access the send message function from the client's profile

  3. Type your message — write your message within the 640 character limit

  4. Send — the SMS is delivered to the client's registered mobile number

Sending a message to all clients

If you need to send a practice-wide communication (e.g. holiday closure, system update, or general announcement), you can select the option to send to all clients. This sends the same message to every active client in the practice.

Sending a message to a group of clients

For more targeted communication, you can send messages to a specific group of clients. This is useful for group therapy participants, clients attending a particular program, or clients linked to a specific practitioner.

Who can send messages

Messaging permissions depend on your role. Practitioners can send messages to their own clients. Administrators and Superusers can send messages across the full client base, including bulk messaging to all clients or groups.

Tip: Because messages are one-way and SMS-based, keep your content clear and concise. Include any callback numbers or alternative contact methods if you need the client to respond.

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