Clients must opt-in to receive SMS reminders before any are sent. 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:

What? Smart file access codes sent to your client via text.

Who? The client accessing the file.

What? We’ve added text functionality to any payment reminders you set up to send 1 day before autopay/recurring payment is due, on the day a payment is due, and when a payment is 2 days overdue. These are sent in addition to email reminders on those days (rather than instead of).

Who? These text reminders are sent to all client participants in the project.

What? Reminders for a scheduled session sent via text, in addition to email.

SMS payment reminders are sent around 9am in the client's timezone.

At this time, it's not possible to send SMS reminders to existing clients. Clients must consent to receive SMS through your contact form or lead form, or session scheduler, in order to receive text reminders.

Yes. Clients can opt out of SMS at any time by writing “opt-out” as a reply to an SMS reminder. Upon sending the phrase “opt-out," they will no longer receive texts related to your company, unless they text “opt-in” at which point they will be re-enrolled.

Clients cannot respond via text to SMS reminders. If they do, they will get an error message response instructing them to contact you (the business) via email, as SMS reminders are sent from an unattended number.

At this time, only payment and session reminders will show in a project's activity feed. A special status will appear for the corresponding SMS reminder.

SMS reminders will send to the phone number that your client entered in the linked phone number field when filling out your contact form or lead form, or the phone number they entered when scheduling a session with you (after March 17, 2024).

Select SMS reminders are not sent on weekends and/or federal holidays to respect client privacy, and will be delayed to send on the following business day.

We'll break down the weekend and holiday sending rules below.

At this time, only SMS payment and session reminders will show in projects' activity feeds. For the corresponding payment and session reminder emails, a special SMS icon will show the status of the text message reminder.

The following SMS statuses indicate a successful send:

The following SMS statuses indicate a failure:

At the moment, the content of SMS reminders cannot be edited.

The client opt-in for SMS reminders is automatically added to your contact forms and lead forms with linked phone number fields. Similarly, the client opt-in is automatically added to your session schedulers (for sessions scheduled on or after March 17, 2024).

The client opt-in will stay live unless you turn SMS reminders OFF for your company.

All SMS reminder types are sent only to clients. They are not sent to you (the business). You can verify if an SMS reminder was sent by checking the corresponding message's status in the project's activity feed.

At the moment, the client opt-in text for SMS reminders:

"Clicking SEND confirms you're okay with getting texts from [business].
It doesn't mean you have to buy anything. Message and/or data rates may apply."

cannot be edited. If you'd like to remove it, you'll need to turn OFF SMS reminders for your company.