Workflow Action: Send SMS
In this article, you will learn how to send clients SMS messages and different add-on actions that can be implemented.
- Select the “Add your first Action” button.
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- On the right side, a list of options will appear. Under External Communications, Select “Send SMS”
- For Example: Sending an SMS to confirm the client has booked an appointment (Type a custom message that you want the clients to receive or choose from a template)
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- Seen Below
- Add attachments if desired or URLs for a file by scrolling down
- Select the “Save Action” button to continue moving forward
- Adding a Wait
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- This is a time delay, meaning how long you want to wait before the next step starts (goes in between steps to work)
- But since it's an appointment workflow, we typically will change the time delay option to “Event / Appointment Time.”
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- This will look at the booked appointment time and create a waiting period.
- For appointment schedules to workflows, we use this type of wait step. Now you can select before the appointment or after the appointment.
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- You can choose any of the custom amounts of months, days, hours, and minutes (Seen Below)
In this example: We selected three days - Make sure you fill out the type/amount you’re waiting for in the “Action Name” option.
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- This helps keep the workflow organized and easy to understand
- Select “Save Action”
- You now have created a wait step that will take place before the next step!
- For example: If you wanted to send the client another reminder after the “Wait” - in this case (3 days) - Repeat the #1 steps listed at the top of the document