SMS reminders

Configure Twilio credentials to send SMS reminders alongside email, with a shared schedule and monthly limits of 100 or 500 messages depending on plan.

Pro plan and above.

Send SMS reminders to clients when onboardings are approaching their due date. SMS works alongside email reminders and follows the same schedule.

Setup

  1. Go to Settings > Integrations.
  2. Enter your Twilio Account SID, Auth Token, and From Phone Number. Find these in your Twilio Console.
  3. Click Save.
  4. Go to Settings > Client experience and enable SMS reminders.

Reminder schedule

SMS reminders follow the same schedule as email reminders. Configure the schedule in Settings > Client experience:

  • Choose when to send reminders relative to the due date (for example, 7 days, 3 days, and 1 day before).
  • Both email and SMS reminders fire at the same intervals.

Reminders are only sent for onboardings that have a due date set and are not yet completed.

Monthly limits

SMS sending limits depend on your plan:

PlanSMS per month
Pro100
Business500

You can track your SMS usage in Settings > Client experience. When you reach your monthly limit, SMS reminders stop until the next billing cycle. Email reminders continue regardless.

What clients receive

Clients receive a short text message with your business name and a link to their onboarding form. The message reminds them of their due date and provides a direct link to continue where they left off.

SMS reminders require a phone number on the client's profile. If no phone number is set, only email reminders are sent for that client.

Frequently asked questions

Do I need my own Twilio account?
Yes. You connect your own Twilio credentials in Settings. This gives you control over costs and phone numbers.
How many SMS messages can I send per month?
Pro plans include 100 messages per month. Business plans include 500. You pay Twilio directly for the messaging costs.
Can I use SMS reminders alongside email reminders?
Yes. SMS and email reminders share the same schedule. Clients receive both if you have SMS configured.