Send the same text message to many clients at once from the Clients page. Messages are queued in the background, so you can keep working while they send. When the batch finishes, you receive an email with the results.
Who can use it
Staff with edit access can open Bulk SMS from Clients. Read-only users will not see the option.
How to open Bulk SMS
Go to Clients in the main navigation.
Click Options (top right of the Clients page).
Choose Bulk SMS.
A window opens with two tabs: History and New bulk SMS.
What Bulk SMS does
Sends one SMS to each client you select.
Uses each client’s mobile number on their client record.
Charges your practice wallet based on how many clients you select and how long the message is.
Processes sends in the background after you queue them.
Emails the person who started the batch when sending finishes.
Keeps a history of past batches so you can review status and outcomes.
Send a bulk SMS
Step 1: Start a new batch
Open Bulk SMS as above.
Open the New bulk SMS tab (or click New bulk SMS from History).
Step 2: Choose clients
Search by name, email, or code if needed.
Narrow the list with filters such as client type, group, partner, manager, office, or custom fields.
Tick the clients who should receive the message.
Only clients with a mobile number can be selected.
Use the checkbox in the table header to select everyone in the current list who has a mobile.
Check the selected count, then click Next.
Tip: The list shows how many of the currently displayed clients have a mobile number. If someone is missing a mobile, update their client record first, then return here.
Step 3: Write the message
Enter the SMS text.
Review the character and cost guidance under the message box:
Messages are billed in blocks of 160 characters.
You can send up to 3 blocks per client (480 characters maximum).
Longer messages cost more because each block counts as a separate SMS toward the wallet charge.
Check the estimated wallet charge before you continue.
Click Queue SMS.
If your wallet balance is too low and auto top-up is not available, top up your wallet and try again. If auto top-up is set up, you may see a notice that a top-up will be attempted when you send.
Step 4: After you queue
You will see a confirmation that the batch is queued, including a run number and how many messages are being sent.
You can:
Close the window and keep working.
Open View history to watch progress.
Sending continues in the background. When it finishes, you get an email summarising how many messages were sent and whether any failed.
Review history and results
Open Bulk SMS → History.
Use Refresh if a batch is still processing.
Click View on a row to open details.
On the detail screen you can see:
Overall status (for example Processing, Completed, or Completed with errors)
The full message that was sent
Each client, their mobile number, and whether that SMS was sent, failed, or is still pending
Error details when a send failed
Statuses you may see include Pending, Processing, Sent, Failed, Completed, and Completed with errors.
Costs and wallet
Cost is based on your practice’s SMS rate per 160-character block.
Estimated cost = number of clients × number of SMS blocks × rate per SMS.
The wallet is charged when you queue the batch.
If an individual message fails after charging, that portion may be refunded to the wallet as part of normal processing.
Always check the estimate on the compose step before you queue.
Tips for a smooth send
Make sure each recipient has a valid mobile number on their client record (include a country code, or a local mobile starting with 0).
Keep messages clear and concise. Shorter text usually means lower cost.
Use filters to build the right audience before selecting everyone with a mobile.
Start with a small group if you are trying the feature for the first time.
Use History to confirm results instead of sending the same message again.
Common questions
Why can’t I select a client?
They do not have a mobile number saved. Add or update the mobile on the client record, then try again.
Why is Next or Queue SMS disabled?
You need at least one eligible client selected, a message within the character limit, and enough wallet balance (or working auto top-up) to cover the estimated cost.
Can I leave the page after queuing?
Yes. Sending continues in the background. You will get an email when it finishes, and you can check History any time.
Will clients get different messages?
No. Everyone in that batch receives the same message text.
Where do I find past bulk SMS sends?
Clients → Options → Bulk SMS → History.
Still need help?
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