Setting up messaging

Switch SMS and WhatsApp on under Settings, then Communications & Email Delivery, then Text and WhatsApp and pay for them under Settings, then Messaging Credit.

3 min readUpdated

Email and app notifications work from the start. SMS and WhatsApp cost per message, so they stay off until you set them up.

Switching them on

Go to Settings, then Communications & Email Delivery, then Text and WhatsApp. The SMS and WhatsApp switches there turn each channel on or off for every customer message at once. The same screen holds the business details your texts are sent under. You need the Edit settings permission. While setup is unfinished, Turn on SMS reminders and Turn on WhatsApp messages on your Getting started list (Today, then Getting Started) open the same screen.

Today, then Getting Started. Each row opens the screen that finishes that step.
Today, then Getting Started. Each row opens the screen that finishes that step.
Settings, then Communications & Email Delivery, then Text and WhatsApp. Switch SMS and WhatsApp on and set a monthly spend cap.
Settings, then Communications & Email Delivery, then Text and WhatsApp. Switch SMS and WhatsApp on and set a monthly spend cap.

Paying for them

Go to Settings, then Messaging Credit. It holds your prepaid balance, what you have spent this period, a projection to month end, top ups, auto top-up and a monthly budget cap, along with the same SMS and WhatsApp switches. Opening it needs the Manage billing permission, which owners have.

Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.
Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.

Choosing which messages use them

Go to Marketing, then Automations. The grid of notifications and channels decides which messages go by text or WhatsApp, so you can keep the paid channels to the ones that earn their cost.

Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.
Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.

Before you enable a paid channel

Work out roughly what you will send. A hundred bookings a month with one reminder each is a hundred messages and knowing that number in advance is better than discovering it on a bill.

What to use SMS for

The day-before reminder and cancellations somebody needs to know about now. Both are worth paying for because both directly protect revenue.

What not to use it for

Anything that could wait for an email. Newsletters, offers and general updates all belong on a channel that costs nothing.

Keep an eye on it

Check what you are spending occasionally rather than never. Messaging costs creep up quietly as your booking volume grows.

Common questions

Do I need to set anything up to send email?

No. Email works from the start. Messaging setup is only for SMS and WhatsApp.

What happens when I run out of credit?

Sends stop rather than failing silently, so you find out before your customers do.

Can I cap what I spend?

Yes. Set a monthly budget cap under Settings, then Messaging Credit. Once it is reached, SMS and WhatsApp pause until the next period and email carries on as normal.

Topics

SMSWhatsAppMessagingBilling

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