Send SMS reminders to your clients to streamline communication, reduce friction, and ensure fewer payments and sessions are missed.
There are three types of SMS reminders:
Two-Factor Authentication: Will send verifications codes to your clients for secure access via SMS (available on all plans)
Meeting reminders: Will send meeting reminders to clients via SMS (available on Essentials and Premium plans only)
Payment reminders: Will send payment reminders to clients via SMS (available on Essentials and Premium plans only)
📣 Note
SMS reminders send only to your clients that have opted in to receive SMS. They are not sent to you (the business). Learn more about client opt-in here.
Adjust SMS reminder settings
By default, SMS reminders are turned ON for your account. The client opt-in is automatically added to your contact/lead forms and session schedulers that contain a linked phone number field. Learn more about client opt-in here.
From any page, click your profile photo in the top right corner of your screen > select Company Settings from the menu
Select Preferences
Scroll down to the SMS reminders section
Toggle Enable SMS messaging ON or OFF
If toggled ON, you can then adjust the settings for each SMS reminder type
Session reminders
📣 Note
SMS session reminders are available to members on Essentials and Premium plans only.
Once you've made sure that SMS session reminders are turned on for your company, you can adjust what session types they send for, and when.
From your HoneyBook home page, click the Tools menu > select Scheduler
Locate a session that you’d like to adjust SMS session reminders for, then click Edit
Under the Send invitee reminders section, click the reminder type dropdown > select the reminder type(s) you'd like to send
Make any other adjustments to the reminders (ex: customizing the timing)
Click Save and Finish
Payment reminders
📣 Note
SMS payment reminders are available to members on Essentials and Premium plans only.
Once you've made sure that SMS payment reminders are turned on for your company, you can adjust what types of payments they send for.
From any page, click your profile photo in the top right corner of your screen > select Company Settings from the menu
Select Preferences
Scroll down to the Payment reminders section
Toggle the Recurring/Autopay, Due date and/or Overdue + 2 reminder ON or OFF to adjust the setting for both SMS and email reminders
These are the only types of SMS payment reminders that are currently available
Toggling one of these three payment reminder types ON will turn on both SMS and email reminders, and toggling one of these three payment reminder types OFF will turn off both SMS and email reminders
About client opt-in
Clients must opt-in to receive SMS reminders before any are sent to them. The client opt-in has been automatically added to your contact/lead forms and session schedulers that contain linked phone number fields. It will stay live unless you turn SMS reminders OFF for your company.
A client will receive SMS reminders if one or more of the following criteria are met:
Submitted your contact form or lead form, entered their phone number in a linked phone number field when filling it out, and opted in to receiving SMS reminders at that time
Scheduled a session with you, provided their phone number, and opted into receiving SMS reminders at that time (on or after March 17, 2024)
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!