How to edit Text Messages Alerts
To customize your SMS Text Message Alerts:
Select the Follow-‐Up 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 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
If the club has a Twillio SMS text message number, new leads can text the clubs number with their first and last name and a new lead will be created, the phone number that the text is sent from will be imported as the contact number.
What Appointments Types have Text Messages Alerts
Question: Do all Calendar Appointment Types All calendar appointment types (Orientation, PT Session, Fitness Assessment...., etc) have a SMS Alert?Answer: Yes, but Alert but make sure the attendee has a mobile number in the system and the text message alerts are turned "On" from within the Follow-Up tab.
To turn on the text messages the user needs to have admin privileges
