Text Appointment Reminders and Confirmations in Tradify

Topic

Remind your customer or site contact of their upcoming appointment with Tradify's automated text message reminders. This feature is a great way to make scheduling jobs and communicating with customers more efficient.

Video

Your Text Reminders are connected to Appointments, meaning that they are triggered by scheduling appointments into the calendar. Your appointments will need to be connected to a Job. This is so Tradify can pull through a contact number from a Customer Profile.

Text Regions

Text Reminders Countries

Activating Scheduler Text options

You can activate text reminders in order to send different automatic text messages (SMS) to your customers and/or sites reminding them, for example, of an upcoming job appointment. 

Note: Text reminders are available in certain countries and are a Paid add-on to your Tradify subscriptions.

  1. Navigate to the Settings page.
  2. Select Scheduler.
  3. Scroll to the Text Appointment Communications section.
  4. Toggle Send text messages to enable these options.
  5. Select Save.

Info on the appointment reminder and confirmations texts here: Appointment texts: settings and contents
 

Pricing, Invoicing & History Report

SMS Reminders Prices

Additional Information

Understanding Tradify's Billing Terms & Conditions

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Comments

1 comment
  • I like the idea, we have customers come to us.  I can't see how I can change the message from Onsite to say "your booking"

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