Messages will not send until your messaging account registration has been verified by Twilio. Please contact our support team if you have any questions.
Adding the Messaging Service to your account enables you to send all types of appointment correspondence to your clients by both e-mail and text message.
Select More, then Settings at the top of the cloud software website.
Choose E-mail And Texting, then Reminders And Notifications on the left.
Click the get started button to begin the sign-up process.
Add all your business information in the Enter Company Information window. Pay attention to the fields with the
symbol. The Business Name will be the sender shown on your clients' e-mails and the Primary E-mail in the address that will receive e-mail replies.
Click Save Company Info when finished.
You will be taken to the Appointment Notifications screen, choose which message types you would like your clients to receive by toggling between tabs. Notice that text confirmations and cancellations are off by default. Simply move the slider to On if you wish to turn it on for any message type.
Clicking On for the Confirmation will add a "reply C to confirm" at the end of your reminder. Your client may respond C back to you and you will see this appointment confirmed on your appointment book.
Clicking On for the Cancellations will add a "reply X to cancel" at the end of your reminder.
It's recommended to turn on the notifications for employees when an appointment is cancelled as that will allow them to be notified if a client responds with X to cancel.