Make sure you have an active Twilio account integration in your Check Cherry account.
If you haven't yet integrated your Twilio account with your Check Cherry account, you can do so by following the instructions in this article: Integrate Twilio with Check Cherry.
Send a proposal or booking via SMS:
You can send a proposal, booking or email via SMS once the integration is complete. To send a proposal to the client for the first time, simply click on the Send via SMS button in the blue header on the proposal.
To send an SMS message for a confirmed booking, go to the Messages tab on the far right, then click New Text Message on the left:
Be aware that if you have different contact information set up in the Client and Contact sections, your new SMS message by default will go to all of them, so make sure you are only sending the SMS to the intended number.
In the example below, a message would be sent to both Test Testing and abctest.
Set up automated messages to send via SMS
Start by going to Manage --> Automated Messages. You can either choose a template to edit or create a new one.
In the template, select Send SMS as the 'What to do' and configure the rest of the message.
