How to Notify Via Text

How to Notify Via Text

Text notifications can be sent for invites into Liscio and for the initial message in a thread (but not subsequent replies to the thread).  They can be useful for important messages, such as notifying that a tax return is ready, or for getting a hold of elusive clients.  

To Enable Text Notifications for a Contact:

1. Click on the Contacts tab on the left-hand navigation.
2. Use the search bar at the top of your screen to search for the Contact. 
3. Click on the ellipsis (three dots) in the upper-right corner (next to +Message).
4. Click Edit Contact.
5. Click Additional Details.
6. Add a Mobile Phone Number.
7. Click the Allow Texting checkbox.
      Note: The Contact can opt out of text notifications at any time.
8. Click Update Contact.



To Notify Via Text: 

1. To send an invite, click the ellipsis (three dots) in the upper-right corner of the Contact's profile and click Send Invite (or Resend Invite).
2.  To send a message, click +Message and check the Notify via Text box in the upper-right corner.


  Note: To see the client side, see How To Accept a Text Message Invite and Client Side Notifications.

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