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How do I set up client text message reminders?
How do I set up client text message reminders?

client text reminders, opt in clients, change client number, view opted in clients

Angela avatar
Written by Angela
Updated over a week ago

Client text reminders make a huge impact for a lot of businesses, especially when it comes to reducing No-Shows. We understand how important that extra reminder is for clients—especially for those of use who are glued to our phones. 😉 Here's all you need to know about those helpful reminders.

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Setting up client text reminders

If you're interested in clients receiving text message reminders for their appointments, it's included in the Unlimited Plan, along with a whole bunch of other handy features! 💥

When clients are opted in, here's a peek at the text reminders they'll receive:

Opting in clients for appointment text reminders

Clients do need to be opted in for those text reminders to send out! As this isn't done automatically, you'll want to be sure to get folks opted in. There are a handful of different ways for clients to get opted for text reminders:

  • They can opt themselves in under their "My Preferences" tab. We've got steps for your clients on how to do that right here!

  • You can manually opt folks in right from within their profile in your client list

If you'd like to go the route of opting folks in from your end, you'll be able to do that with these steps:

  1. Click the three lines in the top left, and choose Clients from the menu

  2. Open a client's profile, and scroll down to the "Client Text Reminders" section

  3. Click the "Opt-In Client" button

  4. Either select to opt them in with their primary phone number, or enter in a different phone number

  5. Check the box to confirm that client would like to receive text reminders about their appointments

  6. Click the final "Opt In" button!

💡 Pro tip: We've also drafted up a super handy invite email you can send out to clients right from your Schedulicity Dashboard! This will prompt clients to opt themselves in for text reminders, and will include a link they can click on to take them right to where they can update their preferences for that! Here's how you can get that sent out:

  1. Click the three lines in the top left, and choose Dashboard from the menu

  2. Under "Do More with Schedulicity" on the right-hand side click the arrows until you see the suggestion to "Tell Clients about Text Reminders"

  3. Click on that option, then confirm you'd like to send the message by clicking "Send Invite"

See who's opted in to text message reminders

You can grab a list of all of your clients who have been opted in to receive text message reminders by checking out your complete client list and exporting it to Excel! Once the list is exported, you will notice a column labeled SMS enabled. If the client is opted in there will be an "x" in the column. If they aren't, the column will be blank.

If you want to opt a client in to receive texts, you can do so right under their profile or they can do that themselves in their scheduling profile.

If you are curious about just one client and don't need to pull your whole client list, then you can check their profile to see if they are opted in. If they haven't opted in, you'll see the option to send them an individual invite right there or you can opt them in yourself.

Editing the phone number a client is opted in with

There are a couple of things to consider when looking to edit a client's text reminder number. First, if the client opted themselves in from their end, the client will need to update their number from their end, so if you aren't seeing the option to change their number, that's why. If you opted the client in from your end though, you'll see the option to update that right within their profile.

With that said, check out the steps below for both possible scenarios. 👇

If you opted your client in to receive appointment text reminders on your end, you can totally make that update right within their client profile. Give these steps a go in the Schedulicity dashboard:

  1. Open their client profile page from the Client List

  2. Within the "Client Text Reminders" section, you'll see they are currently opted in

  3. Click the "change" button here

  4. On the window that pops up next, you'll be able to enter the new phone number and hit "update" (you will need to confirm the client wants to be opted-in once again as well)

Once you hit "update" they'll be opted in with that new number!

If your client opted-in themselves on their end and now they have a new number, or if they may have entered the wrong number when they opted in, they'll want to edit their number on their end. Good news is, it's really easy! 👇

  1. Select the three-line menu in the upper left and click My Preferences

  2. At the top of this screen, you'll see the Phone number listed for your text reminders, and you'll see an option to "Edit" this number!

  3. Make your changes, and Save!

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