Workshare Support

Introduction to Communication Settings


The Communication Settings section provides businesses with robust tools to optimize and streamline their interactions with clients and team members. From setting up PhoneLink for seamless phone and SMS integration to creating SMS Templates for automated appointment reminders, this section empowers businesses to manage communications efficiently. It simplifies complex processes, allowing users to customize templates and automate notifications while ensuring that every interaction aligns with their branding and professionalism.

With dynamic options for email and SMS customization, businesses can create tailored messages that resonate with their audience. Whether you're notifying clients of appointments, sending invoices, or enabling two-way SMS conversations, the Communication Settings section ensures that all communication is consistent, automated, and effective. By integrating communication channels into one unified platform, this section not only saves time but also enhances the quality and reliability of customer interactions.

 

 

Prerequisites: Account owners and those with administrator access.