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How to set up SMS Notifications for Clients and Staff

How to set up SMS Notifications for Clients and Staff

Owned by Marleze Scheepers (Unlicensed)
Last updated: Aug 14, 2019


SMS Notifications is a value-added service Nimbus provides to customers free of charge. SMS Notifications can be sent to mobile numbers in Australia, UK, USA, Canada and South Africa - to both staff and clients.

SMS notifications will only be sent during business hours (9am – 5pm, based on location).

SMS Notification types

SMS notifications can be sent for the following alert types:


Alert typeSMS Text
Approval RequestA Nimbus Email Job is awaiting your approval
Client Submitted ChecklistClient <Client Code> has submitted a Nimbus checklist
Client Upload NotificationClient <Client Code> has uploaded files for your attention
Client Welcome with FilesPlease see welcome email from <Practice Name> to access your files
Email JobYou have received an email from <Practice Name>
File ConversationA file conversation notification has been emailed to you by <Practice Name>
Management EMailA Nimbus management Email has been sent to you
New Client DetailsClient details for <Client Code> have been updated in Nimbus
Upload NotificationFiles from <Practice Name> are ready for download


SMS Notification setup for Client Contacts


  1. In the Edit Contact dialog, ensure the contact has a Mobile number saved.
  2. Select the Allow SMS Notifications option.
  3. Also ensure the Allow Notifications option has been ticked. This option is ticked by default.
  4. Click on Update.


 


SMS Notification setup for Employees


  1. In the Edit Employee dialog, ensure the employee has a Mobile number saved.
  2. Then click on the Access tab.



3. Ensure the Allow SMS Notifications option is ticked, as well as the Allow Notifications option. 

Then click on Update.




Adding a new Contact

Adding an Employee





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