You now have the ability to schedule both SMS and email messages to be sent at a specific date and time. This feature allows you to plan your communication in advance, ensuring your messages reach contacts at the most effective moment without requiring manual follow-up.
Why This Matters
Scheduling your messages isn’t just about convenience, it’s a powerful tool to help you grow your business:
Reach customers at the right time: Send messages when contacts are most likely to engage, improving open and response rates.
Increase conversions: Timely reminders, promotions, and follow-ups help turn leads into paying customers.
Stay consistent: Maintain regular communication without needing to remember every follow-up manually.
Save time: Automate your outreach so you can focus on higher-value tasks.
Drive more revenue: Strategic, well-timed messaging leads to more bookings, purchases, and repeat business.
How to Schedule an SMS📱
Follow these step-by-step instructions to successfully schedule a text message:
Open the Contact Profile
Navigate to the contact you want to message and open their profile.Go to the Communications Tab
At the top of the contact profile, click on the Communications tab to view all messaging options.Select the SMS Tab
Within Communications, click on the SMS tab to open the text message composer.Write Your Message
Type your message in the text box.Keep it clear and concise
Include any relevant details (appointment time, offer, link, etc.)
Choose the Schedule Option
Instead of sending the message immediately, select the option to schedule the SMS.
Set the Date and Time
Pick the exact date and time you want the message to be sent.Consider sending during business hours or peak engagement times
Double-check the time zone if applicable
Click “Send Schedule”
After selecting your date and time, click Send Schedule to proceed. A confirmation step will appear—make sure to click Schedule to finalize.
If you skip this step, the message will not be scheduled.
Verify in the Activity Feed
Once scheduled, the message will appear in the Activity Feed, where you can confirm the date and time it will be sent.
How to Schedule an Email 📧
Follow these steps to schedule an email message:
Open the Contact Profile
Locate and open the contact you want to email.Go to the Communications Tab
Click on the Communications tab.Select the Email Tab
Choose the Email tab to open the email composer.Compose Your Email
Write your subject line and email content.Use a clear subject line to improve open rates
Keep your message relevant and engaging
Select the Schedule Option
Choose the option to schedule the email instead of sending it immediately.
Set the Date and Time
Select when you want the email to be delivered.Morning hours often perform well for emails
Align timing with your campaign or follow-up strategy
Click “Schedule” to Confirm
Finalize your scheduled email by clicking Schedule.
Confirm Scheduling
Ensure the email is successfully scheduled by reviewing the confirmation and checking the Activity Feed.
Pro Tips to Maximize Results
Schedule appointment reminders to reduce no-shows and protect revenue
Missed appointments directly impact your bottom line. By scheduling reminders in advance, you ensure customers receive timely notifications, increasing attendance rates and keeping your calendar full. Even a small reduction in no-shows can translate into significant revenue retention over time.Send follow-ups automatically so no lead is forgotten
Speed and consistency are key when converting leads. Scheduling follow-up messages ensures every inquiry is nurtured without relying on manual outreach. This keeps your business top of mind and increases the likelihood of turning interested prospects into paying customers.Time your messages strategically to increase open and response rates
When you send a message matters just as much as what you say. Scheduling allows you to reach customers during peak engagement times, when they are more likely to open, read, and respond. Higher engagement leads to more bookings, clicks, and conversions.Plan ahead for promotions to create urgency and drive more sales
Scheduling campaigns in advance allows you to build momentum around offers, events, or limited-time deals. By delivering messages at the right moment, you create a sense of urgency that encourages immediate action, helping you generate more sales in a shorter period of time.
Using scheduled SMS and email is more than just a time-saving feature; it’s a strategic advantage. By delivering the right message at the right time, you create consistent, meaningful touchpoints with your audience. This leads to stronger relationships, higher conversion rates, increased customer retention, and ultimately, sustainable revenue growth for your business.