How do I send SMS or WhatsApp messages to clients?
Oct 15, 2026
- Open Plugins > Add New and install a provider: MSG91, Twilio or Vonage for SMS; MSG91, Twilio or Meta for WhatsApp.
- Activate it and enter its credentials in its Settings.
- Create or approve your templates (WhatsApp utility messages need templates approved by Meta; some SMS regions need approved flows).
- Make sure clients have a valid phone number.
Messages go out for events such as new orders, paid invoices and reminders, and are recorded in the logs. See Notifications and alerts.