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Send automated SMS reminders to your clients
Send automated SMS reminders to your clients

All about how SMS text reminders work with HoneyBook.

Updated over a month ago

Send SMS reminders to your clients to streamline communication, reduce friction, and ensure fewer payments and sessions are missed.

  • When turned ON, any clients that opt in to receive SMS will receive the relevant reminders

  • When turned OFF, no SMS reminders will send

📣 Note

This feature is free while in Beta.

SMS reminders send only to your clients, they are not sent to you (the business).


Turn SMS reminders on or off

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.

  1. From any page, click your profile photo in the top right corner of your screen > select Company Settings from the menu

  2. Scroll down to the SMS reminders section

  3. Toggle Send SMS reminders ON or OFF

Session reminders

Once you've made sure that SMS reminders are turned ON for your company, you can adjust SMS reminders for sessions.

  1. From your HoneyBook home page, click the Tools menu > select Scheduler

  2. Locate a session that you’d like to adjust SMS session reminders for, then click Edit

  3. Under the Send invitee reminders section, click the reminder type dropdown > select the reminder type(s) you'd like to send

  4. Make any other adjustments to the reminders (ex: customizing the timing)

  5. Click Save and Finish

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Payment reminders

Once you've made sure that SMS reminders are turned ON for your company, you can adjust SMS reminders for payments.

  1. From any page, click your profile photo in the top right corner of your screen > select Company Settings from the menu

  2. Select Preferences

  3. Scroll down to the Payment reminders section

  4. 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

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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!

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