In this article, you will learn how to send clients SMS messages as well as different add-on actions that can be implemented.
- Select the “
- For Example: Sending an SMS to confirm the client has booked an appointment (Type a custom message that you want the clients to receive or choose from a template)
- Seen Below
- Add attachments if desired or URLs for a file by scrolling down
- Select the “
- Adding a
- But since it's an appointment workflow, we typically will change the time delay option to “
- This will look at the booked appointment time and create a waiting period concerning it.
- For appointment schedules to workflows, we use this type of wait step. Now you can select, before the appointment or after the appointment.
- You can choose any of the custom amounts of months, days, hours, and minutes (
- In this example:
- This helps keep the workflow organized and easy to understand
- Select “
- You now have created a wait step that will take place before the next step!
- For example: