SMS Settings and Text Message Triggers

1. Click Settings at the bottom of the sidebar, under Administration. In the panel on the left, open Comms and click SMS. The SMS Settings tab opens.
2. Choose the Default Number Prefix (for example +44). It’s added to numbers that don’t already have a prefix. Two-way SMS Number shows the number customers can reply to, if two-way messaging is turned on.
   
3. Below, the triggers are grouped by area (Appointments, Customers, Invoices, Credit Notes and so on). For each trigger, edit the message, add merge fields and choose whether it is sent automatically.
4. Click Save Settings at the bottom right.
5. On the Exclusions tab, enter a Telephone number and click Add to stop it getting automatic notifications, conversations, connection tests and bulk SMS.
   

Note: to send texts you need an SMS provider. See Set up Garage Invoice SMS, Garage Invoice SMS (FREE) with your Android phone, Twilio, Clickatell or MSG91.

Feature Email and SMS notifications: see what it does and how it fits your workshop.