Automated SMS Settings

Setting up automated SMS messages is a valuable practice. It helps streamline communication, reduce manual follow-ups, and ensure timely responses for bookings, payments, reminders, and updates. By automating key touchpoints, you improve consistency and save time across your operations.

SMS messages require the purchase of SMS credits and are currently not available for US-based accounts.

Automation

In this section, you can configure automation settings for each sms template individually. You’ll also be able to quickly see if any Area Types or Locations have been excluded, particularly if you're using the Multi-Sites plan.

Excluded Area Type(s) - If any Areas have been excluded, you’ll see the total number indicated here.

Exclude Location(s) - If any Locations have been excluded, you’ll see the total number indicated here.

Send Automatically - Tick this box to enable automatic sending of the email. Each template provides a brief explanation beneath the checkbox, outlining when it will be triggered during the booking process.

Examples

Sent when new booking is created via admin
Sent when booking is checked in
Sent to customer when booking is created via portal
Sent X days before checkin date
Sent X days before checkin date if vaccinations are not valid
Sent X minutes after booking was due to checkin

Re-book Reminder - (Sent X days after booking checkout) Because different booking types are available, the number of days after checkout for sending a reminder must be set individually for each Area Type. To set these go to Settings > Area & Pens > Area Types.

Settings

Use this section to set the time frames that determine when SMS messages are sent.

Sms Checkin Period - Specifies how many days before the booking checkin date a reminder will be sent automatically. To be used for both standard Checkin Reminder and Combined Checkin Reminder templates

Sms Checkout Period - Specifies how many days before the booking checkout date a reminder will be sent automatically. To be used for both standard Checkout Reminder and Combined Checkout Reminder templates

Sms Vaccination Period - Specifies how many days in advance the system will notify the customer before their pet’s vaccination expires.

Sms Departure Period - Specifies how many days after a booking checkout the departure message is sent automatically.

Sms Payment Reminder Period - Specifies how many days in advance the system will automatically send the payment reminder sms before the payment due date.

Sms Late Checkin After - Specifies how many minutes after the scheduled check‑in time the system will automatically send the overdue reminder.

Sms Send After* - Defines the time of day the system will send automated messages. This does not apply to manually sent SMS or notification SMS, as those are delivered immediately rather than scheduled.

Sms Low Credits - Enable this option to have the system notify the assigned Staff when SMS credits reach a low level.

Staff can be assigned by selecting the relevant options in Roles and entering their mobile number in the Users located in Settings > Account