With Setmore Pro, you can automatically send a customized text (or SMS) reminders before appointments. This article runs through how to activate reminders, customize content and set a lead time.
For a single appointment, the customer receives only one text reminder. For classes, each attendee also receives only one reminder per session.
Texts may not achieve 100% send rates in all countries. See below for instructions on how to test your text reminders.
Activating text reminders
Setting the lead time
Customizing your text reminders
Testing your text reminders
Verifying whether a reminder was sent
Activating text reminders.
1. Navigate to Settings > Notifications > Customer Notifications and scroll to the 'Appointment Reminders' section. Next to 'Text', flip the switch on.
2. Text reminders will now be sent to your customers using the default message template. They will be sent at the default lead time (under ‘Appointment Reminders’) before an appointment.
Note: Your customers must have a valid phone number in their customer profile to receive text reminders.
Set a text reminder lead time.
1. Navigate to Settings > Notifications > Customer Notifications and scroll to ‘Appointment Reminders’.
2. Use the dropdown menus to specify how far ahead of appointments a text should be sent. You can select a lead time of up to 30 days.
Send yourself a test text reminder.
Text reminders are not supported in all countries. In some, send rates can vary based on local cellular providers. To test your text reminders using Setmore, follow these steps.
1. Navigate to Settings > Notifications > Customer Notifications and scroll to 'Appointment Reminders'. Make sure that text reminders are activated and click the 'Test SMS' link.
2. Enter your country code and phone number in the form fields provided. Then, click the 'Send' button. Within a few minutes, you should receive a generic text message from Setmore.
3. Haven't received a text? That could mean text messaging isn't supported in your country or cellular coverage cannot guarantee a 100% send rate.
For more information about sending text reminders in your country, email firstname.lastname@example.org.
Verify whether a text reminder was sent.
If you have text reminders enabled, you can check if one was sent for a specific appointment. To do this, open your calendar and click the appointment.
In the appointment details window, you'll see 'SMS status'. This indicates if a text reminder was successfully sent, failed to send or if the customer opted out of receiving text reminders.