To send a text to a someone who is not yet a Client, create an Anonymous Client record.

  • Submit an Intake Form with First Name = Client, Last Name = Anonymous.
  • Enter the prospective Client's text number on that record. You can delete the Visit and the Case on this Anonymous Client record so it will not skew your statistics. 

If the prospective Client does Visit your Center, remove her number from the Anonymous Client record and enter the number on her Intake Form. All previous incoming and outgoing texts will attach to her Client record.

You can use this Anonymous Client record for numerous prospective Clients. For the next prospective Client, you do NOT have to create another Anonymous Client record, simply change the text number in the existing Anonymous Client record.

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