Messages will not send until your messaging account registration has been verified by Twilio. Please call our support team at 1 (800) 604-2040 if you have any questions.
Adding the Messaging Service will greatly improve your ability to send appointment correspondence and marketing blasts to your clients.
Signing Up for the Messaging Service
Before you can send messages directly from the software, you will need to activate the Messaging Service. Click the Messaging & Marketing or E-mail & Marketing drop-down menu and select Messaging System Setup.
Click the Sign Up for Messaging button in the window that appears.
A web browser will open which will confirm that you want to continue the set up process for the Messaging Service. Click the Continue to Messaging Setup button.
You will be prompted to sign in with your Online Account. If you have already created an account, enter the e-mail address and password associated with your account and click Log In. Otherwise, click the Create an Account to set up an Online Account for your business.
Once you’re logged in, you will need to confirm your payment preference. If you have a card on file with us, it will be automatically selected for you. It can be changed if you wish to use a different card for payment.
Next, you will enter all your business information. Notice the three entries with question marks. Since your correspondence will be sent from our servers, you will have to assign an E-mail Display Name and Reply-To destinations to receive any client responses. E-mail responses do not come to your software. If a client responds to an e-mail, it will go to the e-mail address you set as the Primary E-mail. If you have text confirmations enabled and a customer replies with C, the Confirmation Type within the customers appointment will switch to Text Message. If they reply with anything else besides just C, they will receive a message saying that it is not a valid response and to either contact the business or reply C to confirm the appointment.
Once you have all your information set, click the Create Account button and close your browser when you receive a confirmation message that the account has been created successfully.
When you return to the software, you will be prompted to select the message types your clients and employees will receive.
Configuring the Software to Send Notifications
Choose the Messaging & Marketing drop-down menu and select Set Up Appointment Notifications.
To set which notifications you will be sending, select the appropriate check boxes in each tab at the top of the Edit Appointment Notification Settings window.
The software will have some notifications enabled for Clients and Employees by default. Any of these can be changed for both email and text messages.
The software comes with built-in, default templates for all notifications. If you had customized templates in a previous version, those have been preserved and rolled into the new version. These have all been configured for each specific notification type.
You may also create your own templates or edit any of our pre-existing professional templates for each notification type.
If you wish to discontinue sending any message type, simply navigate to this screen again and remove the checkbox for that message type.
*Overage charges can occur if you exceed the volume in your plan. Additional surcharges may impact International users.