SMS reminders help you keep clients informed about upcoming sessions, due payments, and secure access needs. HoneyBook sends automated text reminders based on your client’s actions, your selected reminder types, and your company’s SMS settings.
This guide explains the types of SMS reminders available, when they send, how clients receive and manage them, and how you can view delivery statuses—all in one organized place.
SMS reminder types
Verification codes for secure access
Clients may receive SMS verification codes when they need to confirm their identity for specific actions. Verification codes are sent only when a client:
Submits a lead form, or
Schedule a meeting through your HoneyBook calendar
These codes help prevent fraudulent activity and are treated as urgent, meaning they’ll send even on weekends or holidays.
Payment reminders
Available on Essentials and Premium plans, HoneyBook sends SMS reminders—along with email reminders—when:
A recurring or autopay payment is one day before the due date
A payment is due on the due date
A payment is 2 days overdue
Payment reminder texts are sent to all client participants in the project.
Session reminders
Available on Essentials and Premium plans, session reminders help reduce no-shows by notifying clients about upcoming meetings or appointments. SMS reminders send alongside email reminders and follow the weekend or holiday rules detailed below.
When SMS reminders send
Payment reminders
Sent around 9:00 am in the client’s time zone
Delayed to the next business day if they fall on a weekend or federal holiday
Verification codes
Because they verify client identity for secure actions, verification codes are considered time-sensitive and always send immediately—even on weekends or holidays.
Session reminders
Depends on when the reminder is scheduled to send:
Minutes or hours before session: Sends even on weekends and holidays
Days or weeks before session: Delayed to the next business day if scheduled on a weekend or holiday
How clients receive SMS reminders
Opt-in requirements
Clients must consent to receiving SMS reminders. Opt-in occurs automatically when a client:
Submits a contact form or lead form with a linked phone number field
Schedules a session (for sessions scheduled on or after March 17, 2024)
If a client didn’t opt in through a form or scheduler, SMS reminders can’t be sent to them.
Existing clients
Clients who previously filled out forms without an SMS opt-in can’t be retroactively enrolled.
Client opt-out and opt-in behavior
Opting out | Clients can stop receiving SMS reminders at any time by replying “opt-out” to any reminder |
Opting in again | If a client wants to resume receiving texts, they can reply “opt-in” |
Replies | SMS reminders are sent from an unattended number. If a client replies, they’ll receive an automatic message directing them to contact you by email. |
Viewing SMS reminder statuses
You can check SMS status for payment and session reminders in the project’s activity feed.
Successful statuses | Failure statuses |
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About the SMS opt-in text
The SMS opt-in disclosure on your forms and scheduler can’t be edited or removed individually. To disable this text, you must turn off SMS reminders for your company.
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!