The new SMS tab is designed to be your primary hub for managing text communication with clients and leads. Instead of navigating between multiple screens to send, receive, and track messages, everything is now consolidated in one place. This helps your team stay organized, reduce manual work, and respond quickly â which is essential in fast-moving fitness and service environments. Fit Pro Trackerâs SMS functionality integrates directly with contact records, so your communication history is always visible and actionable.
Benefits of the New SMS Tab
Centralized view of inbound, sent, and scheduled messages
Filters and search to find the right conversation fast
Contact profile access without leaving the conversation
Templates and scheduling to save time
Better visibility on response times and client communication history
This means your team spends less time navigating and more time building relationships.
đ° How SMS Can Help Generate Revenue
Faster Lead Conversion - Immediate SMS responses increase the chance of turning inquiries into paying clients.
Higher Show-Up Rates - Send reminders and confirmations to reduce no-shows for sessions or appointments.
Stronger Client Retention - Consistent communication builds trust and keeps clients engaged.
Promotion & Upselling Opportunities - Share offers, retail promos, or service upgrades directly via SMS.
Re-engage Cold Leads - Follow up with past inquiries or inactive clients through scheduled messages.
What Youâll Find in the SMS Tab
My Inbox
My Inbox shows conversations related to contacts assigned to you. Itâs your personal queue, so you can focus on what needs your attention first.
What you can do in My Inbox:
View inbound and outbound conversations related to your assigned contacts
Easily identify unread messages that need attention
Click on any conversation to open the full message thread and respond
This helps you stay focused on conversations youâre responsible for, without distractions.
All Conversations
All Conversations displays every SMS interaction across the system, including inbound and outbound messages, along with the sent and scheduled messages. This view is especially useful for managers or support teams who need complete visibility.
Sent & Scheduled Messages
Both My Inbox and All Conversations allow you to easily view Sent and Scheduled SMS messages. This ensures you can track outreach, confirm delivery timing, and review upcoming messages from either view.
Filters
Filters help you quickly focus on the conversations that matter most by narrowing results based on:
Date range â review recent messages or audit past conversations
Direction â separate inbound and outbound messages
Read status â identify unread or pending conversations
Contact groups â target specific client segments
Assigned staff â track conversations handled by specific team members
As soon as a filter is applied, the list refreshes automatically, so results are visible instantly. You can clear all filters with one click to return to the full inbox. For a wider view of the results, collapse the filter panel by clicking the filter icon again.
Additional filter tips:
Click Clear All Filters to remove all applied filters at once
To view the filtered results more clearly, click the filter icon to collapse the filter panel and display the full conversation list
Responding to Messages
To reply to a message, simply click on a conversation. The response box and message tools appear, allowing you to respond quickly without leaving the inbox.
From here, you can type your message, attach documents, record voice messages, use merge tags for personalization, and insert emojis or links to keep conversations engaging and professional.
Phone Number Selection Rules
Who Can Change the âFromâ Phone Number
Owners: Can select any staff memberâs phone number from a dropdown
Managers & Staff: See their assigned phone number as read-only and cannot change it
Default Phone Number Selection Logic
If the user has their own dedicated phone number, the system uses that number
If the user does not have a dedicated number, the system uses the global or default location number
Quick Access to Contact Details
While viewing a conversation in the New SMS tab, you can now click directly on the clientâs name to open their Contact Profile panelâwithout leaving the conversation.
This allows you to view and update client information from the same screen while continuing the conversation.
From this pop-up panel, you can:
View basic contact details
Quickly switch between communication options (SMS, Email, Call)
See and manage tasks
Update who the contact is assigned to
Change or review the contact group
Add or manage tags
This makes it easier to stay productive and keep client records up to dateâwithout switching tabs or losing your place in the conversation.
Search
Search functionality remains available in the SMS tab. You can search conversations by:
Contact name
Email address
Phone number
This makes it easy to quickly locate specific conversations without scrolling.
Use Cases
For Front Desk & Support Teams
Respond to inbound SMS from a single inbox
Click the clientâs name to update contact details without leaving the conversation
Use templates, attachments, voice messages, emojis, and links for faster replies
For Sales & Membership Teams
Follow up on new leads via SMS immediately
Send reminders, confirmations, and promotions
Review sent and scheduled messages from one place
For Managers/Staffs
View all conversations across the team
Filter messages by date, direction, read status, assigned staff, or contact groups
Ensure messages are handled promptly and consistently
The enhanced SMS experience is designed to keep conversations organized, responsive, and easy to manage. With everythingâfrom inbox management to contact updatesâavailable in one place, teams can communicate faster and stay focused on what matters most: building strong client relationships.
By simplifying how messages are viewed, filtered, and responded to, the New SMS tab helps turn everyday conversations into meaningful engagement and growth opportunities.