Mass Messages let you send personalized text messages to targeted groups of clients at once. Whether you're promoting an event, announcing a sale, or reaching out about new inventory, Mass Messages make it easy to reach the right clients with just a few clicks.
Because messages are sent from your client's preferred store using personalization placeholders, they feel like one-on-one texts - not marketing blasts.
Why Use Mass Messages?
When you send, they see it. SMS has a 98% open rate. Mass Messages in Clientbook feel personal because they include client names, associate names, and store details - not generic marketing copy.
With Mass Messages, you can:
- Send personalized messages to targeted segments of your client base
- Filter your audience by tags, stores, contact method, and more
- Exclude specific groups so the right people get the right message
- Schedule delivery in advance
- Track which messages drove sales with built-in reporting
- See your costs and plan usage in real time
What's New
We've made significant updates to Mass Messages to make them safer, simpler, and more transparent.
| What Changed | Why It Matters |
|---|---|
| Audience starts at zero | You build your audience intentionally - no risk of accidentally messaging everyone |
| Send confirmation with type-to-confirm | Before sending, you see the recipient count and potential cost, and type the recipient number to confirm. A small friction that turns an "oh no" into a conscious choice. |
| Cancel scheduled or mid-send messages | Stop a scheduled message before it goes out - or cancel a send already in progress, mid-batch |
| Include and Exclude tags | Target exactly who you want and exclude who you don't |
| Dynamic audience | Your audience is evaluated at send time, not when you create the message. If clients are tagged or untagged between now and delivery, the audience adjusts automatically |
| Simplified filters | Filter by Tags, Exclude Tags, Stores, Contact Methods, and Last Contacted |
| Transparent pricing | See your plan limit, messages sent, and current cost at a glance |
| In-composer opt-in request removed | Clientbook no longer sends a separate opt-in request before delivering your mass message. We automatically include opt-out language in your sends from time to time so clients always know how to stop receiving them. |
Where to Find Mass Messages
| Location | How to Get There | Purpose |
|---|---|---|
| Mass Messages list | Mass Messages tab in top nav | View all mass messages, status, and usage stats |
| New Message | Mass Messages > New Message | Create and schedule a new mass message |
| Reports | Reports > Mass Messages | Track delivery, engagement, and attributed sales |
| Events | Events > Select an event | Create mass messages tied to a specific event |
Quick Start
- Go to Mass Messages in the top navigation
- Click "New Message"
-
Build your audience: Under the Audience section, click the
+ Tags,+ Exclude Tags,+ Stores,+ Contact Methods, or+ Last Contactedbuttons to add filters. The recipient count on the right updates in real time.
- Schedule delivery: Pick a date and time (must be between 9:00 AM and 7:00 PM in your selected time zone)
- Write your message: Use placeholders like Client Name and Store Name to personalize. Check the live preview to see how it looks.
- Click "Schedule to Send": A confirmation dialog shows the recipient count and estimated cost. Type the recipient number to confirm.
Understanding the Mass Messages Dashboard
At the top of the Mass Messages page, three tiles show your current month's usage:
| Tile | What It Shows |
|---|---|
| Messages Sent | Total messages sent this month and how many mass messages they came from |
| Plan Limit | Your monthly message allocation and percentage used |
| Cost | Current overage cost for the month. Messages beyond your plan limit are billed at $0.07 per message sent |
Below the tiles, the message list shows all your mass messages with:
- Message Preview - The first line of the message content
- Audience - Number of recipients
- Sent - Number of messages actually delivered
- Delivery Schedule - Scheduled date, time, and time zone, plus "Created by" attribution
- Status - SCHEDULED, COMPLETED, or CANCELED
- Event link - If the message is tied to an event, a "View Event" link appears
Message Guidelines
When writing your mass message, keep these guidelines in mind for the best delivery results:
| Guideline | Detail |
|---|---|
| Recommended length | Under 600 characters for optimal results |
| Maximum length | 1,500 characters |
| Emojis | Some carriers won't deliver messages over 670 characters if emojis are included |
| Images | PNG, JPG, or GIF supported |
| Best image size | 640×1138 or 1080×1920 pixels |
| Total image size | Under 1MB (or some carriers may not deliver) |
| Single image limit | Under 600KB |
Personalization Placeholders
Use these placeholders to personalize each message automatically. Four placeholder chips appear below the message text area, in this order:
| Placeholder | What It Inserts |
|---|---|
| Client Name | The client's preferred name |
| Review Link | A link to leave a Google review |
| Store Name | Your store name |
| Associate Name | The client's assigned associate name |
Delivery and Timing
- Messages can only be scheduled between 9:00 AM and 7:00 PM in your selected time zone to maintain TCPA compliance
- If a batch is queued outside that window, it will send the next day
- The scheduled time is when sending starts - messages are sent in batches every few seconds
- Large audiences may take several minutes to fully deliver