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.

1. Select the “Add your first Action” button

   • 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)

  • Seen Below

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

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

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)

• 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.

• 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)

• 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”

• 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