Send messages, questionnaires, LOCs or files to clients

From a client's profile, send questionnaires, letters of consent or files via SMS or email. You can also share video call links and review the full communication history.

✅ What you can do

• Send an SMS with a questionnaire, LOC, file or video call link
• Send an email with a questionnaire, LOC, file or video call link
• Join or cancel a video call with the client
• View the full history of sent SMS, emails and video calls

💬 Send via SMS

1. Click the Clients menu.
2. Click on the client from the list.
3. Go to the Send SMS, Questionnaires, LOC or Files section.
4. Click the +Send button — opens the Send SMS/Email pop-up.

5. Click the SMS tab in the pop-up.
6. (optional) Choose a questionnaire, LOC or file from the dropdown.
7. (optional) Select a template and enter a message in the text box.
8. (optional) Tick Attach video call link — the link is appended automatically.
9. Click Send.

📧 Send via Email

1. Click the +Send button — opens the Send SMS/Email pop-up.
2. Click the Email tab.
3. (optional) Choose a questionnaire, LOC or file from the dropdown.
4. (optional) Select a template and enter a message.
5. (optional) Tick Attach video call link — the link is appended automatically.
6. (optional) Click Choose file to upload an attachment.
7. Click Send.

📹 Video call & communication history

1. Go to the Send SMS, Questionnaires, LOC or Files section.
2. Click Join Video Call to join an active video call.
3. Click Cancel Video Call to cancel the video call.
4. Click View All to see the full history of sent SMS, emails and video calls.

Updated on: 19/06/2026