Essential text messaging tools for scheduling, automating, and more
Tools for grouping contacts and organizing customers
Integrate SnapDesk with QuickBooks Online to sync customers and invoices
Additional SnapDesk features and tools for extra productivity
Text messaging for your whole office and
staff - send reminders for appointments,
Text messaging for working in the field
with customers, 1-on-1 messaging, scheduled
text blasts and more
Text messaging solutions for communicating with patients, clients and medical teams
Read helpful articles about text messaging, small business and more
Find step-by-step guides for using SnapDesk
Get answers to frequently asked questions
Download reusable templates for your day-to-day messaging
Resources to get started with SnapDesk
How to insert personalization tags into your messages
How to create your first contact in SnapDesk
How to select, edit and update your accounts phone number
How to scale your messaging as a team
On July 3rd 2020 we released systems & feature update detailed in this article
Learn how to export contacts from your iPhone, iOS or Android device for use in Excel, Google Sheets and Numbers.
creating, managing and editing custom fields inside of your SnapDesk account
Learn how to create dynamic contact groups to quickly send out large group text messages without reply all
Learn how to setup call forwarding with SnapDesk and start receiving incoming calls
Upload a CSV with all your customer information directly into SnapDesk by following these steps
Learn about all of the features and tabs within the task module
Learn how to search for a customer in a group message
Learn how to upgrade from a trial account to a paid account
Learn how to use and send recurring messages with SnapDesk
Learn how to set up the roles of each user in your company
Learn how to add users to your SnapDesk Account
Learn how Snapdesk and QuickBooks can help you get paid quicker by texting invoices.
Learn how SnapDesk Automates compliance so you never have to worry about texting the wrong contact
Learn how to text your customers and clients by using the SnapDesk App
Learn how SnapDesk in-app notifications keep users informed. Learn how to manager new messages, task assignment and much more by learning more about notifications
Preview the set up process in case you have any questions or concerns about what the SnapDesk set-up entails.
Learn how to segment your customers into actionable groups that improve your daily business operations no matter the industry.
Learn how to manage company tasks from the SnapDesk app. Learn how to assign tasks to employees, set reminders for customer actions and manage team productivity from anywhere
Learn how to create, save and update customer documents dynamically. Stop losing important documents and start being consistent with your every day workflows
Learn how to create, edit and manage customers in easy ways that improve daily business operations. Say goodbye to paper notepads and hello to a digital rolodex
Save time and energy by saving and reusing common text messages to your SnapDesk account via templates.