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Desktop Only - Edit Automated Text Wording

Learn how to change the wording of automated messages that are sent to your customers. This applies to 99% of automated messages that are sent out.

💬 Step-by-Step: Editing Automated Text Messages

  1. ⚙️ Locate the Message — Find the text message you want to edit, click the three dots (⋯), and choose Details → Workflow.
    ⚠️ Disclaimer: Only RFS Admins have workflow access by default. If it’s disabled for your user, Step 2 won’t open — contact support to enable it if you wish.

  2. 🔍 Find the SMS — Inside the workflow, locate the SMS sent to the customer.

    • Click through the messages until you find the one you want (e.g., SMS Book Success).

  3. ✏️ Edit the Text — Click into the message to open it, then update or add your text directly.

    • Example: Include driving directions, pickup instructions, or other helpful details.

  4. 💾 Save Changes — Click Save Action, then Save again to confirm.

💡 Pro Tip: Keep texts short and friendly — clear messages get quicker responses.

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