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
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.
- Navigate to the Settings page.
- Select Scheduler.
- Scroll to the Text Appointment Communications section.
- Toggle Send text messages to enable these options.
- Select Save.
For info on the appointment reminder and confirmations texts here: Appointment texts: settings and contents
Note: For customers in Victoria Australia, all text messages sent within the Tradify system comply with the current regional rules for businesses sending text messages. See here for more info: Does Tradify Comply with the Australian GOVT Text Message Rules?
Comments
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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