To get appointment reminders and confirmations by text, clients need to opt in to SMS messages. When booking, they’ll see a checkbox to agree to receive texts, and it must be selected by them, as it can’t be checked by default. If they skip this step, they won’t receive any SMS notifications. Clients can also opt in later through your intake forms or by updating their preferences in the Client Portal.
| Region | Countries / Territories |
|---|---|
| North America | United States, Canada, Bermuda |
| Caribbean Nations | Anguilla, Antigua & Barbuda, The Bahamas, Barbados, British Virgin Islands, Cayman Islands, Dominica, Dominican Republic, Grenada, Jamaica, Montserrat, Sint Maarten, St. Kitts & Nevis, St. Lucia, St. Vincent & the Grenadines, Trinidad & Tobago, Turks & Caicos |
| U.S. Territories | American Samoa, Guam, Northern Mariana Islands, Puerto Rico, U.S. Virgin Islands |
Opt-in Field for Transactional SMS
If you are signed up for the Calls & Texting for Texting App, you will automatically have the Transactional SMS form added to your Payment, Scheduling, and Intake Forms.
It will show on your forms like this:
Enable SMS Consent for Clients for Transactional SMS
Business owners can find a transactional SMS consent checkbox in the platform when creating or editing a client through the Client Card.
- Open the platform.
- Click Clients.
- Select a client from the list.
- On the right-hand side of the Client Card, under Contact Information, click Show more.
- Under Communication details, click the edit icon
.
- Check the box next to: Receive text message reminders and confirmations
- Click Save.
Client Side Opt-in Update
Clients can review or update their SMS opt-in status anytime through the Client Portal.
To update the opt-in status:
- Go to the Client Portal.
- Click the menu icon
.
- Click the My Account hyperlink.
- Click Profile.
- Check or uncheck the opt-in box as needed.
- Click Save.
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