When working with SMS, there’s one setting that’s very important to get in the habit of using. On a client’s record, next to each listed phone number in the upper right-hand corner, there’s a checkbox for SMS. This checkbox MUST be checked to enable the system to text this number. This includes texts sent via Triggers or the Communication Wizard.

For both triggered texts and texts through the Communication Wizard, the system needs to know which numbers are okay to send texts to. A client may have multiple phone numbers on their record, but perhaps only one of those numbers can receive texts. This checkbox prevents multiple texts from getting sent to numbers that can’t/shouldn’t receive them in the first place.

For myStratus users, if you are using Online Booking, make sure to turn on the Main Phone/Mobile Phone and May we text you? options on the Client tab in your Online Booking Preferences. This means new clients using your online booking portal will be able to give you their numbers as well as confirm whether they want to receive texts. When the record comes into myStratus, the SMS checkbox will already be checked accordingly.

So get started early to make sure this checkbox gets marked for every client with a textable number. You don’t want to get caught late one night trying to create a text to go out through the Communication Wizard only to find none of the clients have their checkbox checked.

Don’t assume all your clients are giving you a number capable of receiving texts either. Believe it or not, landline phones and non-unlimited data plans are still common! So just remember to ask your clients if they are okay with receiving texts. The majority will still say yes.

Click here for information/pricing for the SMS add-on

For more information on upgrading to the Professional version or switching to myStratus, contact our Sales department at Sales@StudioPlusSoftware.com!