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.
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
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
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