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  3. How do SMS/text reminders work?

How do SMS/text reminders work?

Send appointment reminders to your clients via SMS or text message, either 1 day or 1 hour in advance (or both!). This works for both 1-1 and group sessions.

How do I set up SMS reminders?

Coaches toggle on this option in their notification settings.

But your CLIENTS MUST OPT IN to receive SMS/text reminders of their sessions. We are not in the business of spamming your beloved clients! So we need their permission to send them text messages. 😇

How do clients opt in to receive SMS reminders?

So glad you asked. First, clients will log in to the Client Portal to add and verify their number.

To do this, they’ll go to Settings and add their phone number. They will see a bar at the top of the page with a link to click for a verification code.

Your client clicks Send code, enters the code in the box, and clicks the Verify button.

After that, they tick the box to agree to receive SMS reminders.

Can I verify and opt in to SMS reminders FOR my client?

Nope! They need to do this themselves. But you can absolutely coach them through it with these instructions.

How will I know my client has opted-in for text notifications?

Paperbell shows you! The client’s profile shows whether your client has verified their number and opted in to these reminders (feel free to send them instructions).

Here’s how it looks if they haven’t opted in/verified their number:

And, if they have verified their number and opted in to SMS reminders, here’s what you’ll see:

Can my client opt out of these reminders?

Yep! A client replies “STOP” to a reminder to no longer receive them.

If a client wants to opt back in, they can reply “START.” 🚦

What do the reminders say?

Never thought you’d ask! *clears throat*

The 1 hour before appointment reminder:

Appointment reminder: [Package name] with [Coach name] is coming up today at [Appointment time]

The 1 day before appointment reminder:

Appointment reminder: [Package name] with [Coach name] is coming up tomorrow at [Appointment time]

And to illustrate:

Can I change the content or timing of SMS reminders?

Nope — these reminders are super simple, set-it-and-forget-it.

Though if you’d like to say more pre-appointment, you can totally do that with automated emails.

Can I check if my client was sent an SMS reminder?

You bet. Find it in the Message Log, the same place you can see what emails they’ve received:

What about my clients in other countries – can they get SMS reminders?

That depends on the country! Because of technical limitations we can’t offer SMS reminders to clients everywhere. Here’s a list the countries we currently support – only clients who have phones located in these places will be able to get SMS reminders:

Australia
Austria
Belgium
Brazil
Canada
Croatia
Cyprus
Czech Republic
Denmark
Finland
France
Germany
Greece
Hong Kong
Hungary
Ireland
Italy
Japan
Latvia
Lithuania
Luxembourg
Malta
Mexico
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Singapore
Slovakia
Slovenia
Spain
Sweden
Switzerland
Taiwan
Thailand
United Kingdom
United States

What if I have a free account?

Free accounts don’t include the ability to send SMS reminders or emails to clients.

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