How to Send direct messages to Clients, Groups, Sessions

Overview

Need to send a quick update to one client or a group? You can send direct messages via email, SMS, or push notification straight from Core. This is perfect for sending last-minute class info or direct communication — but not for marketing!

⚠️ Important: For marketing messages or bulk outreach, use Hapana Grow or your dedicated marketing platform.

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Prerequisites

Before you begin:

You must have access to Core with messaging permissions enabled
Client profiles must have valid contact info (email, mobile number)
Groups must already be created if you want to message by group

Step-by-step instructions

Step 1: Open the messaging tool

From the top nav, click the speech bubble icon for messaging
Choose your audience: Clients, Groups, or Sessions

Tip: You can select individuals one by one or use filters to target an entire group or session list.

Step 2: Select who you want to message

Clients: Pick from your client list or select all
Groups: Choose a pre-built group (like a challenge or class group)
Sessions: Target those booked into a specific session or class

You won’t be able to select “booked” or “waitlist” sessions unless there are clients already assigned.

Step 3: Choose your message type

After selecting your recipients, click Configure Message.

You can choose from:

Email – sent to the email address in the client’s profile
SMS – sent to the mobile number in the profile
Push notification – delivered via your branded mobile app

Tip: Push is free and shows up as a notification on the client’s phone. Use this for fast, non-intrusive updates.

Expected outcome

Your selected clients will receive your message instantly via the method you chose — email, SMS, or push. You'll be able to see a summary of who it was sent to.

FAQs

Q: Can I send the same message to both email and SMS?

A: Yes — you can choose multiple methods, but keep in mind SMS limits.

Q: Are SMS messages unlimited?

A: No — your account comes with a fixed number of SMSs per month. Most studios reserve SMS for automated trigger messages.

Q: Can I use this tool for promotions or marketing?

A: No, use Hapana Grow or a marketing tool for campaigns and bulk messages.

Still need help?

Reach out to our support team via support@hapana.com