Two-Way SMS Messaging
Send and receive text messages with leads directly inside their record for faster, more effective communication.
When enabled, two-way SMS allows your team to communicate with leads directly inside their profile. If you don't have SMS enabled yet, please reach out to our support team.
Starting a Text Conversation
-
Open a lead
-
Click the SMS tab
-
Click Start Conversation
The system:
-
Sends a compliant introduction
-
Manages opt-in requirements automatically
-
Stores all messages on the lead profile

Why Clinics Use SMS to Improve Conversion
- Text messaging shortens the time between inquiry and appointment.
- Faster responses increase booking rates
- Patients are more likely to reply to a text than a voicemail
- Conversations stay tied to the lead record
- Staff can manage multiple conversations at once