From the main menu strip at the top, go to CRM > Bulk Messages.
Leave the Group By as the default Invoice option.
Select a record type e.g. Quote, Booking, Invoice (Default is All Sales).
Select a Date Filter to base the date range on (Default is Date From).
Select a data range using the Date From and Date To filters.
Choose to send via Email or SMS.
Note: When sending via Email, records that do not have an Email address to send to will not be displayed. In the case of SMS, records that do not have a Mobile number will not be displayed.
Select recipients.
Note: A message is sent for each record. So if a customer has 4 bookings for example they will receive 4 separate messages.
Recipient lists are displayed in pages of 100 records, so you can only send messages in batches of 100 records max at a time.
Select a template to use, or manually type a message. Placeholders can still be used for manually entered messages.
Click the SMS or Email button to send the messages. You will be prompted for confirmation.
Do not close the browser or leave the page until all messages are sent.

Bulk Messages