01
Set reminder delivery cadences
- Enable 24-hour reminder texts: Sends an automated confirmation SMS the day before scheduled work.
- Enable 2-hour reminder texts: Reminds the client to clear work areas and secure pets.
- Configure the technician "On My Way" button template.
02
Customize reminder copy
Insert dynamic tags like {customer_name}, {technician_name}, {arrival_window}, and {company_phone} into your templates.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- 24-hour and 2-hour automated appointment reminders are enabled.
- Technician "On My Way" button template is configured with dynamic tags.
- Customer replies to reminders route directly into the Messages inbox.
Troubleshooting
When the workflow doesn’t look right
Customer texted back to reschedule after a reminder.
Customer replies appear immediately in your Messages inbox for fast office rescheduling.
Keep going