Appointment texts and the opt-in box

Clients can choose to get texts about their appointment. Sotera sends them for you.

How it works

1. When your plan includes text reminders, your booking form shows an unticked box: "Text me about this appointment…".
2. A client who ticks it and gives a mobile number gets a text when they book, when you accept, decline or cancel, and a reminder the day before.
3. To see a client's status, open them in Clients. Under their name, Appointment texts says "On since…", "Not asked for", or "Off: replied STOP…".
4. Replies to your texts appear on the Messages page. Click Done once you've handled one.

Good to know

• Only the client can agree to texts, by ticking the box themselves online. You can't switch texts on for them, and the phone assistant can't sign callers up.
• Reminders go out about a day before, never between 9pm and 8am in your time zone.
• A client who replies STOP gets no more texts from Sotera.
• Texts are about appointments only. The booking form's offers box is for marketing emails, not texts.
• If the box isn't on your booking form, your plan doesn't include text reminders. Compare plans on Billing.