How to edit Text Messages Alerts
To customize your SMS Text Message Alerts:
Select the Follow‐Up tab
Select Text Alerts
Select the text message alert you wish to customize and click edit.
Modify the content of the text message as required. Be careful when modifying merge fields
(e.g.: $!{user.firstName}), as these are pre-configured to automatically input your contact
information.
Insert additional merge fields (if desired) by selecting from the list of merge fields located on the
right side of the screen and clicking Insert.
Note you : You need to have permission to edit the Follow-Up if FollowUp. If you don't please contact your administrator
How are New Leads Created by Text Messages:
Currently, this option is only available for clubs in Canada and the US.
How it works? The new lead can text the clubs text message number with their first and last name and a new lead will be automatically created. The phone number that the text is sent from will be imported as the contact number. Then the clubs manager can assign these new leads to the sales staff.
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What Appointments Types have Text Messages Alerts
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