Text Us Now Settings

Text Us Now Settings

Communicate directly with customers through SMS messaging.

Activate or Deactivate Text Us Now

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Text Us Now.
  3. The Text Us Now module settings page opens.
    1. Activate Text Us Now
      1. Click the Active toggle in the top right of the window so that it displays the word "Active" and the switch is illuminated in green.
      2. In the side navigation menu, select Customize.
      3. Scroll down to the App Order section and confirm that Text Us Now appears in the Mobile App Order list.
      4. Text Us Now will display on the company website on the dates and times selected on the referenced availability schedule when viewing with a mobile device.
    2. Deactivate Text Us Now
      1. Click the Active toggle so that it displays the word "Inactive" and the switch appears white.
        1. On the side navigation menu, click Customize.
        2. Scroll down to the App Order section and confirm that Text Us Now is no longer present in the Mobile App Order list.
        3. Text Us Now will no longer be displayed on the company website.
SMS Messaging must be enabled for Text Us Now to be available. 



Set the Time and Day for Text Us Now Availability

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Text Us Now.
  3. The Text Us Now module settings page opens.
  4. Select the Availability schedule which the app should reference from the Schedule drop-down. This may be similar to the Schedule Genie Availability schedule. To create a new Availability schedule, see this page.
  5. Click the Save button at the bottom right of the screen.

Team members will need access to the dashboard to respond to messages.

We do not recommend setting a 24-hour schedule or allowing customers to send text messages when the office is closed as customers often expect a quick response to a text message.

Change the Text Displayed on the Application

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab on the side menu, then click Text Us Now.
  3. The Text Us Now module settings page opens.
  4. Type a unique call to action in the Call to Action field. Example: Text Us Now!
  5. Click the Save button on the bottom right of the screen.


View the Company's SMS Number

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Text Us Now.
  3. The Text Us Now module settings page opens.
  4. The company's Twilio SMS number is displayed in the Twilio SMS Number field. This number can not be edited by the user.

Or

  1. Log in to the platform.
  2. Scroll down to and click the Company tab in the navigation menu, then click Company Settings.
  3. The Company Details page opens.
  4. Scroll down to the SMS Number section. 
  5. The company's Twilio SMS number is displayed and is not editable by the user.

A random SMS number will be assigned. Area or Zip Code preferences can not be provided.

Create an Automated Message to be sent to a Customer

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Text Us Now.
  3. The Text Us Now module settings page opens.
  4. Type a unique message to be automatically sent to customers after interacting with the company using the Text Us Now module in the Auto-response message field. This message allows the team to obtain information from the customer before sending a custom message.
  5. Place a checkmark in the Send auto-response message (if set) checkbox to send this message instead of the dashboard's default text message.
  6. Click the Save button on the bottom right of the page.



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