Create an SMS Template

Create an SMS template

SMS messaging is a great way to keep in touch with customers and fieldworkers on the go. With OctopusPro, you can create SMS templates which can be automatically sent to customers at different stages of the booking process. In some cases, a quick text is more suitable than an email. For example, you may require fieldworkers to send a text message to customers 15 minutes prior to their booking time to let them know that they are on their way.  To create an SMS template:
  1. Go to Settings
  2. Select Public Settings
  3. Click on SMS Templates
  4. Click New SMS Template
  5. Enter the message that you wish to send, give the message a name, select who the message can be sent to and give it a place holder.
  6. Press Save

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