Knowledge Base

 
 

Version 7, 2019

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Set Up SMS Reminders


SMS (or Text) reminders can be sent to a clients mobile phone number from Bp Allied. These can either be done manually or hosted subscription users can have automated reminders set-up. In either instance the following options need to be set-up as well as the SMS Reminder template. SMS reminders can be sent by either Bp SMS or SMS Central. Users must have the respective SMS provider account as well as a positive SMS Balance for this function to take place.
 
Read about the benefits of  Bp SMS on our website. Please call the Best Practice sales team on 1300 401 111 (Australia) or 0800 401 111 (NZ) or email sales@bpsoftware.net for information or to request a Bp SMS account.
Note: The SMS Global functionality was discontinued in Version 7.
 

How to set up SMS Reminders

Set Up SMS Reminders
 
1

Sender ID / Reply number

1. Sender ID / Reply number  
Historically, was used to send a Sender ID with the message sent. This can be set in the web options for SMS Central but is unable to be used or set with Bp SMS.
 
For Bp SMS, a dedicated number can be purchased to enable sending from a consistent number. Please speak with our sales team for details.
2

Country Code

2. Country Code
Enter in the international phone country code for your country e.g. 61 for Australia, 64 for New Zealand or 1 for the USA
 
This entered in when the Country is chosen on installation and is saved into the DBOptions table not the registry as most other settings are.
3

Edit SMS Reminder Template

3. Edit SMS Reminder Template
Click to edit the reminder message template
 
These can no longer be edited from here. Reminder templates are edited from within Data Maintenance > Reminder Templates.
4

Test SMS settings

4. Test SMS settings
Click to Send a test SMS to check that your SMS Global account settings are correct.
Fill in the Mobile Phone Number box with a phone number you can use to test.
Click OK
 
Please note that you can not reply to this message. If a reply is required, then send a test SMS via a client appointment.
5

Check SMS Balance

5. Check SMS Balance 
Click to update the SMS balance shown on the Status bar (shown below). This can also be clicked and the balance updated.
 
6

SMS Warning Threshhold

6. SMS Warning Threshhold
A warning displays when the number of credits left with SMS Global reach this number. The SMS Balance field on the Status bar also turns pink.
7

Choose Provider

7. Choose Provider
Choose provider and select the option below to see the relevant documentation: