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How do I send SMS or WhatsApp messages to clients?

Oct 15, 2026

  1. Open Plugins > Add New and install a provider: MSG91, Twilio or Vonage for SMS; MSG91, Twilio or Meta for WhatsApp.
  2. Activate it and enter its credentials in its Settings.
  3. Create or approve your templates (WhatsApp utility messages need templates approved by Meta; some SMS regions need approved flows).
  4. 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.

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