Send Messages
Send payment links and consent form links by email or SMS using message templates.
Send messages are manual “send now” messages that you can send while creating certain records (for example payment requests and consent forms).
They use Message Templates so your team can reuse consistent wording, while TatTool inserts the correct link variable.
Email sends use the provider selected in Communication Settings.
Fast answer
When creating a payment request or consent form, choose Email or SMS in the send dialog, then pick a template.
What “Send messages” Is For
Use send messages when you want to send a link immediately, without setting up automation:
- Send a Stripe payment link right after you create a payment request
- Send a consent form link right after you create a consent form instance
Send messages vs flows
Send messages are manual. If you want the message to send automatically every time, use Flows.
Where You’ll See “Send messages”
Send messages appear in “create and send” workflows, such as:
- Stripe payment requests (from a booking’s Payments tab)
- Digital consent forms (from a booking/consultation’s Consent tab)
TatTool may add more “actions” over time where you can send a template directly.
Send A Payment Link With “Send Messages”
- Open a booking
- Go to Payments → Create payment → Stripe
- Create the payment request
- In the send dialog, choose Email or SMS
- Pick a message template (or write a custom message), then send
Send A Consent Form Link With “Send Messages”
- Open a booking or consultation
- Go to the Consent tab
- Select a consent form template and click Send
- In the send dialog, choose Email or SMS
- Pick a message template (or write a custom message), then send
Templates And Required Link Variables
Send messages must include the correct link variable for the action.
- Payment request messages must include
{{payment_link}} - Consent request messages must include
{{consent_form_link}}
If the required link variable is missing, TatTool will block sending.
Choosing A Channel
Send messages can be sent as:
- Email (subject + body)
- SMS (body only)
Both channels use the same variable format: {{variable_name}}.
Email provider
When you choose Email, TatTool sends through the organization email provider selected in Settings → Communication. Choose TatTool Email Provider for managed sending, or install and select Resend to send through your Resend account.
If You Don’t Send A Message
If you skip sending:
- Payments: you can still copy and share the payment link from the payment request.
- Consent forms: you can copy the consent link or generate a QR code from the created consent form.
Delivery Status And Webhooks (Important)
TatTool can show delivery outcomes for sent messages, but reliable delivery status requires that your provider webhooks are configured:
- Resend Email webhooks record email outcomes like sent/delivered/bounced/complained when Resend is the selected email provider.
- Twilio SMS delivery webhooks record SMS status callbacks from Twilio.
Recommended reading:
Self-hosted requirement
If you self-host, your API must be reachable from the public internet over HTTPS for provider webhooks to work.