Frequently Asked Questions
With Chatter, you can send and receive text messages via your UPbook Dashboard.
To get a closer look at Chatter, go here.
1. Does it integrate with my client management system?
Currently it does not, but our development team is working on integration for Q3.
2. Can I upload my contact list?
Yes, we can do this for you. Please send us a CSV file with full names and 10 digit mobile phone numbers (send to support@upbook.com).
3. Can I set up automated reminders?
Not yet. This is a feature that will come with integration. In the meantime, we are working on a way to quickly pull in text scripts.
4. Can I use my main phone number?
If UPbook owns your number and you do not use it with any other texting service, YES. If you use your number with your practice management software, for example, to send automated reminders, then we would need to issue you a new number for Chatter.
If UPbook does not own your number, we may be able to port your number for SMS use only (you would need to sign an LOA as the first step). Otherwise, we would need to issue you a new number for Chatter.
5. Can we send and receive attachments?
Yes, you can exchange documents and photos with your clients and vice versa.
6. Can we send a mass text to all contacts?
Not just yet. We are working on the ability to send group texts to up to 600 contacts at a time (to avoid blocking issues).
7. Is Text to Pay available?
Not yet, but this is a high priority feature that we'll be rolling out in Q2!
8. How do I activate Chatter?
Please send your request to support@upbook.com and let us know if you'll be sending your contact list (see#2). You'll be up and running within 24 hours!