---
title: "Customer Messages | Marlin Business Planner"
slug: "customer-messages-1"
description: "Learn about Customer Messages in Marlin Tyre and Mechanical Workshop Software by Megabus"
updated: 2024-11-06T03:38:24Z
published: 2024-11-06T03:38:24Z
canonical: "help.megabus.com.au/customer-messages-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Messages

{{variable.Marlin bold}} enables customer messages to be sent from the Business Planner or customer order.

Once enabled, messages can be sent to customers via **SMS** or **Email** at any stage during the booking process.

Pre-formatted [customer message templates](/workshop/docs/customer-message-templates), which will automatically be filled in with relevant **Customer**, **Order**, **Branch** and **Company** information, can also be set up for commonly sent messages.

To enable customer messages, {{variable.SupportTeam}}.


## Sending Customer Messages
#### Daily Activity > Business Planner > [Booking]

Customer messages can be sent from within the business planner by double-clicking on a booking to open the Details pop-up and clicking on the **Message** button at the top-right.

<ss title="Marlin Tyre and Mechanical Workshop Software Message Button" alt="Marlin Tyre and Mechanical Workshop Software Message Button">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28945%29.png)</ss>

Customer messages can also be sent from within a Customer Order by clicking on the **Message** button to the top-right of the module window.

<ss title="Marlin HR" alt="Marlin HR">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image-VZ5IM6QQ.png){</ss>

Clicking either Message button will open a **Customer Message** pop-up window, containing a form for writing and sending customer messages.

<ss title="Marlin Tyre and Mechanical Workshop Software Customer Message Window" alt="Marlin Tyre and Mechanical Workshop Software Customer Message Window">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28946%29.png)</ss>

Use the **Message Type** toggles to select whether to send the message as an SMS or email.

If the customer already has a mobile number or email address associated with them in the Marlin system, then the **Destination Address** will be automatically filled out with the relevant information.

If there is no mobile number or email address associated with the customer, then the appropriate contact information needs to be entered in the **Destination Address** textbox.

In the **Message Details** textbox, enter the message to the customer.

Pre-formatted [customer message templates](/workshop/docs/customer-message-templates) can be added to the message using the picker to the right of the Message Details textbox.

To send the customer message, click on the **Ok** button at the bottom right of the Customer Message window.


## Viewing Customer Messages
The details and status of customer messages can be viewed by selecting **System> Company > Integration Partners**.

<ss title="Marlin Tyre and Mechanical Workshop Software Integration Partners Menu" alt="Marlin Tyre and Mechanical Workshop Software Integration Partners Menu">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28947%29.png)</ss>

The Integration Partners **Search** list will open, showing a list of active Integration Partners.

From the Integration Partners Search list, open the **Megalink** integration partner.

<ss title="Marlin Tyre and Mechanical Workshop Software Megalink Open Button" alt="Marlin Tyre and Mechanical Workshop Software Megalink Open Button">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28948%29.png)</ss>

The Megalink window will open on the **Details** tab.

At the top of the Megalink window, click on the **Customer Messages** tab.

<ss title="Marlin Tyre and Mechanical Workshop Software Customer Messages Tab" alt="Marlin Tyre and Mechanical Workshop Software  Customer Messages Tab">![image.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/image%28949%29.png)</ss>

The Customer Messages tab shows a list of customer messages that have been created and sent using the Marlin system.

To view further information about a customer message, double-click it in the Customer Messages list.

The **View Customer Message** pop-up window will open, showing the details of the customer message.

:::(Warning) (Tip)
Information about customer messages can also be viewed by selecting **Tools > Integration Activity** from the menu bar and setting the Integration Activity Search list filter to **Megalink > Generate Email** or **Megalink > Generate SMS**.
:::
