📝 Overview

The SMS Report provides administrative users with detailed visibility into SMS Appointment Reminders sent to Customers when the SMS Appointment Reminders plugin is enabled on an account. This report allows users to review both sent and scheduled SMS reminders, along with appointment-related details.

For more information about enabling and using the plugin, refer to the SMS Appointment Notifications article.

⚠️ Please note: This report is only available to the following user roles:

Headquarters Administrators
Location Administrators

📊 SMS Report Uses

Use the SMS Report to understand how SMS Appointment Notifications are sent, scheduled, and delivered across locations, customers, and appointments.

🛠️ Accessing the SMS Report

Follow the steps below to access the SMS Report.

Click here to learn more about Accessing the SMS Report

Click the Reports tab.
Select SMS Report on the left.

🔍 Filtering SMS Report

Use filtering options to narrow SMS report results by location, reminder status, date range, customer, and appointment link preferences.

⚠️ Please note:

This report will only provide information for the last 6 months.

Start date must be within 90 days of the end date.

Click here to learn more about Filtering SMS Report

Choose a Location.
Select the Status of SMS.
Select the SMS Notification Type.
Set the Scheduled Send Date. Select a single date, or a date range of up to 90 days.
You may run this Report for a specific Customer.
You may run this Report for a specific phone number.
You may select whether to include a link to the Appointment in the report.
Click Run Report. Report will then open in a separate window.