To select a Text Message Plan if you are a user in the United Kingdom or Australia and want to send appointment notifications to clients, follow these steps.
- Click Settings at the top of the screen.
- Click Text Message Plans on the left side of the screen under Add-Ons.
- Select the plan. Then, click Save.
*Note: text marketing is only available to users in the US and Canada.
In this article, we will go over:
How to Select a Text Message Plan
1. Click Settings at the top of the screen.
2. Click Text Message Plans.
3. Select the plan. Then, click Save.
How to Run Reports on Text Message Use
1. Click Reports.
2. Click SMS Billing History.
3. Select the date range.
4. Click on the checkbox to organize the report by billing date.
5. Click Run Report.
The Closed Date is the date your previous SMS plan was closed.
The Billing Date is the date your bill is due.
The Paid Date is the date you paid the bill for the plan.
The Usage is the number of messages that were sent for that month.
The Billed Usage is the total number of messages for which the business was billed.
The Charge ($) is the total amount you are charged per month.
The Rate Plan is the text plan you selected.
The Price ($) is the monthly rate for the selected plan.
The Usage Limit is the SMS limit for the selected plan.
The Over Limit Rate ($/msg) is the amount that was charged for going past the limit.
Click Export to export the file to an Excel sheet. Click Print to get a physical copy.
Comments
6 comments
The "choose mobile provider" box has disappeared. Are we now being forced to pay for the text notifications? I seriously do not mind adding a small amount of information to keep costs down. I will switch companies if this is the case.
I would like to be able to upload new pictures ( update) every month for clients to see our work and hopefully very soon we can sent text receipt to the clients not only via email.
I can't find this option anywhere
Hello Aeesha,
This function is not relevant to businesses in the US or Canada, as we were able to work out an agreement with the phone companies to make this service free. This function is only relevant to the UK and Australia. Their text plans are not free.
How do you turn off text marketing?
Hi Nicole,
You can turn off Text Marketing by going to Marketing -> Create Campaign. Once on that page in the bottom left corner there will be a box showing the current Text Marketing plan you have. Click on the blue text that shows your plan, then on the bottom of the pop up that appears click on Deactivate Plan.
Please sign in to leave a comment.