Customize your scheduled and follow up texts
Scheduled Messages
- These are unique appointment confirmations and reminders
- When the appoint is made, the message is sent immediately
- Includes date and time.
- Also includes greeting/signature
- One day before, the reminder is sent.
- Includes time.
- Also includes greeting / signature.
+ Predefined Outbound texts
For the messages you type the most, type it once
- Click the link to manage and add predefined outbound texts.
- Add your predefined out bound texts for common conversation points, or answers to frequent inquiries
- Simply click + Add Text, and compose your message
- The final results will be available when texting your clients
- Simply type a few key letters, numbers, or words and phrases, the notes will filter out.
- Click the note you desire. Send!
Pro Tip:
The messages shown on the workflow setup page are grammatically correct if they begin with a lowercase letter. This is because they are preceded by the automatic greeting which concludes with a comma.
