Management
SMS credits, bulk SMS and your AfeySync subscription
Top up SMS credits, send bulk SMS to patients and manage your plan, quotations, invoices and payments.
- Who uses it
- Administrators and finance
- Where to find it
- SMS wallet, Bulk SMS, Subscription
1SMS credits
- 1
Check the balance
Go to “SMS wallet” to see your credit balance and history (welcome gift, top-ups and messages sent). One credit sends one SMS of up to 160 characters.
- 2
Top up
Click “Top up”, choose the amount and pay with M-Pesa. Credits are added when the payment is confirmed.
2Bulk SMS to patients
Send health reminders and notices, such as a screening day, immunisation reminders or changed clinic hours.
- 1
Write the message
Go to “Bulk SMS”. Give the campaign a name, pick a template or type your message. Type {firstName} to greet each patient by name; your facility name is added at the start.
- 2
Choose who gets it
Filter patients by branch, sex, age, when they visited, how they paid and their scheme, or paste a list of phone numbers.
- 3
Check recipients & cost
Click “Check recipients & cost” to see how many people will get it, who is left out (patients who declined SMS, no valid phone, duplicates), the credits needed and a preview.
- 4
Send or schedule
Click “Send now”, or set “Send at” and “Schedule”. Follow delivery under “Sent campaigns”; “Stop unsent messages” cancels anything not yet sent.
Good to know
- Patients who said no to SMS at registration are always left out, even if you type their number.
- A campaign is refused if the SMS wallet cannot pay for it.
3Subscription
- 1
Your plan
Go to “Subscription” to see your plan, its status (for example Free trial or Active) and what is included.
- 2
Quotations and agreements
Use “Get quotation” for a quote, and “Review & accept” to accept an agreement. “Download PDF” keeps a copy.
- 3
Pay
Open an invoice and click “Pay with M-Pesa”. Enter the M-Pesa phone number and approve the prompt on the phone.
Need help with this? Our team can show you on a call.
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