Orchid

For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to Status.CardConnect.com

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

As part of our continuing effort to improve the functionality of our payroll feature, payroll will be unavailable on Friday, March 15th between 5am - 8am EST. We apologize for any inconvenience this work may cause.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Setting Up E-mail & Text Reminders

Adding the Messaging Service to you account enables you to send all types of appointment correspondence to your clients by both e-mail and text message.
  1. Select More > Options at the top of the cloud software website.
  2. Choose E-mail And Texting > Reminders And Notifications on the left.
  3. Click the get started button to begin the sign-up process.
  4. Add all your business information in the Enter Company Information window. Pay attention to the fields with the  symbol. The Business Name will be the sender shown on your clients' e-mails and the Primary E-mail in the address that will receive e-mail replies.
  5. Click Save Company Info when finished.
  6. You will be taken to the Appointment Notifications screen, choose which message types you would like your clients to receive by toggling between tabs. Notice that text messaging is off by default. Simply move the slider to On if you wish to turn it on for any message type.
You can also edit the Templates associated with each message type. See the article here for more detail.

*Overage charges can occur if you exceed the volume in your plan. Additional surcharges may impact International users.

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