Sending a Text Message to a Customer

  • Updated

The system offers a way to text a customer information about their booking.  You have 3 options for text messaging, and you can choose to use all or some of the following options.

This article will explain how to send a Customer Text Message to a customer from their existing booking in the system.

Customer Message: this is a one time message that you can send to a customer with an existing booking in the system.  This is a great feature if you need to communicate an important message for a customer such as a cancelled trip or information about their rental.  This message is sent manually by the user in the system via the Order Screen.  To send a customer message, following the steps below.

  • Open a booking via the Bookings tab or Calendar
  • In the Messages section of the booking, select Send Message/Mail
  • Select  Send Text Message 
  • The Phone will be populated with the number listed on the booking, but it can be changed as needed.
  • Enter the Message in the Message box, and hit OK to send

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Adding a Signature to the Text Messages You can add a signature line that will show for every text message you send to the customer.  You can include your business name as well as a phone number on the signature if you want the customer to respond directly to you.  

To add a Signature, go to Settings - Configuration - SMS.  In the first section, SMS Settings, add the signature.

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The customer receives the text immediately on their phone or other device that receives messages that will include the message and the signature:

 

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