SMS (or Text) reminders can be sent to a clients mobile phone number from Bp Allied. These can either be done
manually or Bp Allied Live 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
SMS Global or SMS Central. Users must have the respective SMS provider account as well as a positive SMS Balance for this function to take place.
How to set up SMS's and replies
2: Set up SMS Global or SMS Central details in Bp Allied
3: Decide if you want replies - the options available are dependent on which supplier is chosen.
SMS Global's options are:
SMS Central's reply options are configred within the SMS Central web account.
4: Go to System > Options > Reminders to update the settings below:
 Sender ID / Reply number
Enter either a reply mobile phone number or a Sender ID, e.g. "YourPractName".
 If reply's are to be sent to a mobile phone number then the number must have NO spaces in it.
By hovering over the  for information icon the following details are displayed.
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 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.
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 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.
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 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.
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 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.
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 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.
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 Choose Provider
Choose provider and select the option below to see the relevant documentation:
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