Please Note: SMS Text message notifications are currently available in the US, Canada, UK, Ireland and Australia on Professional Plan. For other countries please contact us via the instant chat channel.

Klipboard has the ability to send text message reminders to clients of upcoming scheduled jobs. Sending SMS notifications to customers can help reduce no-shows for scheduled jobs, cancellations and time spent travelling to jobs requiring re-scheduling.

Along with reminding your clients about upcoming jobs, SMS notifications can also be sent as a confirmation to your client when a job is initially scheduled. In addition, you can enable the ability for Team members to send "En Route" SMS notifications from the app.


IMPORTANT POINTS TO NOTE

  • There is an estimated character counter at the bottom of each message editor section: More than 160 characters will result in multiple texts being delivered to your client for a single job and charged to your account. For single texts, keep below approximately 140 characters to allow for variable placeholders that get replaced with larger character values.

  • All SMS Text Message notifications are one way: Customers are unable to reply to the messages. You may wish to include in the message instructions for them to get in contact with your business directly.

  • SMS Text Messages activated on the UK or Ireland Klipboard customer accounts: We will deliver SMS text messages to your client contacts with either UK mobile numbers beginning with "07" or Ireland mobile numbers beginning with "08", therefore allowing you to manage clients that you may have in both territories. We will not deliver to other international mobile numbers.

  • SMS Messages activated on US Klipboard customer accounts: We will deliver to client contacts with US mobile numbers only. We will not deliver to international mobile numbers.


Customise Notification Templates For Scheduled Job, En Route To Job & Scheduled Job Reminders

You have the ability to customise the various SMS Message templates by simply updating the text in the editor. Once done, select save. You can also reset back to the default text by selecting 'Reset to Default Text'.

You can add URL links and variables to the SMS message text if you wish. This will automatically populate certain details into the message, such as name, scheduled date and time, etc.

Navigate to Settings > SMS


Activate Scheduled Job Notification

You can enable an automated SMS Text message notification to be delivered to a client as confirmation once a Job has been scheduled.

Navigate to Settings > SMS

If you switch the toggle to YES, it will turn on automated SMS notification by default for all the jobs you schedule. However, you can decide when creating an individual job to switch this functionality to NO when scheduling a job as per the screenshot below.

Alternatively, if you leave this setting to NO, you can decide when creating individual jobs to switch this functionality to YES to send a notification for the jobs you wish to send notifications for.


Activate En Route To Job Notification

Using the Klipboard Mobile app, Team Members can send an "En Route" SMS text message to the client based on their scheduled job for the day. To trigger the alert on the mobile app, the Team Member needs to open the Travel Timer for the job and press "Start Travel".

Navigate to Settings > SMS

Set to Yes to default all Clients receiving an En Route SMS Notification when triggered by your Team Member on the mobile app.

These can be turned off for individual Clients within each Client record. On the web dashboard navigate to Clients > All Clients > View Client > Scroll to underneath Client Address.


Activate Scheduled Job Reminders

You can enable an automated SMS Text message notification to be delivered to a client as a reminder for upcoming jobs. A reminder can be set to deliver 1 - 30 days in advance of the scheduled job.

Navigate to Settings > SMS

Set to Yes to default all clients receiving an SMS Notification for Scheduled Job Reminders.

These can be turned off for individual Clients within each Client record. On the web dashboard navigate to Clients > All Clients > View Client > Scroll to underneath Client Address.

Did this answer your question?