Workflow Action: Send SMS

In this article, you will learn how to send clients SMS messages as well as different add-on actions that can be implemented.

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1. Select the “Add your first Action” button

   • On the right side, a list of options will appear. Under External Communications Select “Send SMS”

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• 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)

  • Seen Below

https://lh4.googleusercontent.com/Mr3hndDsJI6gr6sV3-eyfCDHenZm3YzH-iX2EkXOPtvTqxv8KR-40vR2g_H8ZjvC4MqmBkxN_-iNiqhT5NDHR5MEQI1be1gI3jUHn8rUtmpY1snuvcw0AOLjHyxSzZGYqHaGla-MZ9_ig9PhSSJkHKglh4.googleusercontent.com

• Add attachments if desired or URLs for a file by scrolling down

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• Select the “Save Action” button to continue moving forward

https://lh5.googleusercontent.com/RKUib79wTktzirxL3r2HGU5XAUIW60jen7C_Bv_kHrGa8kREGL-EGnhbBeLQ5o8VweHZU0wXyBvvXQ4epR6V_2f6y4oRfXYC3r35_jcllrq7IV2ohRqbpeth6n1Sz8bNEG70HCHChn0Fqaik3wzfGKQlh5.googleusercontent.com

1. Adding a Wait

   • This is a time delay, meaning how long you want to wait before the next step starts (goes in between steps to work)

https://lh5.googleusercontent.com/_flXOQfSSRbMaTK9VSq73MglliTfn-iUN7xwCLuwBlaOBsnDMuJuSmvSxwaADvwmr8XlFDLQGGjI8S7QCM2SPimFVCuLm2rQycCLTgepykEgKW7-8og45TAVQyGy7HhPk1TK__5AoUkOaUEiCiqCQJwlh5.googleusercontent.com

• But since it's an appointment workflow, we typically will change the time delay option to “Event / Appointment Time”

  • This will look at the booked appointment time and create a waiting period concerning it.

https://lh3.googleusercontent.com/iVCbxGgu7CUfZfsWh3ZUgc-x0Yx0t2rLh6Vc74pXkWPVLqxVGefWWnKWlxLhi6KG6DPQ2KLWZA9yFdAblvUGX2mqGXiaT7LReZbF3tixJ4t-Ec8OSFgISALz0pc8t9ecOIjIQuc8tccnDSiv-n-Lm_Elh3.googleusercontent.com

• For appointment schedules to workflows, we use this type of wait step. Now you can select, before the appointment or after the appointment.

  • You can choose any of the custom amounts of months, days, hours, and minutes (Seen Below)

https://lh4.googleusercontent.com/g896MjCiJ4nh6CDY9EnR5-YxugH9hcVKCGc7JIqB9gGiYbznhAecQePLaBbvNbbWSQtEverld5l3QrUqtFH_pvnjIQ7tdHO3dlREBL0UtC0ew-ON99oHMcx647t8AvHYPaADgPBHKtKbgs1Htv_VxHQlh4.googleusercontent.com

• In this example: We selected 3 days - Make sure you fill out the type/amount you’re waiting for in the “Action Name” option

  • This helps keep the workflow organized and easy to understand

• Select “Save Action”

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• 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