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How to Use the 2-Way SMS/Email Messaging Feature

Do you want to reply to a customer’s message or send a message to a customer without creating an appointment? Check out this article!

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Our 2-Way SMS/Email Messaging feature allows you to send and receive SMS and email messages within GoReminders. With just a few clicks you can respond to customer replies. Additionally, customers can also reply to your reminder messages, one-off messages, and blasts. Furthermore, you can send a message to the customer without creating an appointment.

The 2-Way SMS/Email Messaging feature uses the same phone number your appointment reminders are sent from.

How to respond to a reply message from a customer:

  1. Go to the Messaging tab.

  2. Enter the name, phone number or email of the customer you’re responding to or simply look for their reply message within the scroll down list.

  3. Once you’ve found the customers reply message, click on the message. The customers’ reply message will open with in the Message Log on the right side of the screen.

  4. Within the message field, add the message you would like to respond with.

  5. Press Send. The message type will automatically default to the way the customer sent their reply message (SMS or email).

How to send a message to an existing GoReminders customer:

  1. Go to the Messaging tab.

  2. Enter the name, phone number or email of the customer you would like to send a message to. If the customer already exists, you will see their name appear in the auto drop-down list. Click the name of the customer.

  3. The Message Log will appear on the right side of the screen.

  4. Select the message type by clicking the SMS tab or Email tab.

  5. Within the Message field, add the message you would like to respond with.

  6. Press Send.

How to send a Message to a new customer:

  1. Go to the Messaging tab.

  2. Click the “Create” button.

  3. This will bring you to the New Customer page.

  4. Fill in all of the customer information field.

  5. Press Save.

  6. Go to the Messaging tab.

  7. Enter the name, phone number or email of the customer you would like to send a message to. Click on the customer name from the drop down menu.

  8. The Message Log will appear on the right side of the screen.

  9. Select the message type by clicking the SMS tab or Email tab.

  10. Within the message field, add the message you would like to respond with.

  11. Press Send.

For more information on creating new Customers, check out this article: Creating Customer Profiles.

How to use the Messaging Feature in the Calendar View:

  1. Click on the “Calendar” tab located at the top of the page.

  2. Choose an existing appointment you’ve set up for a client.

  3. Open the appointment and click on the “Send Message” option to access the messaging tab.

  4. In the messaging tab, find the text box designated for composing messages.

  5. Type your message directly into the text box.

  6. If you are sending a text message, make sure to select the SMS option. Alternatively, select email to send an email.

  7. Press “send” to send your message immediately.

The 2-Way SMS/Email Messaging feature is accessible to subscribers with Business, and Premium plans.

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