Text reminders help clients show up. Zocks texts your client before a booked meeting, next to the reminder emails you already send.

You need two things to send SMS reminders:

Texts send from a number Zocks owns and manages. The same number is used for every message your account sends, so clients see a familiar sender each time. By default this is a standard Zocks number, you can also pick a local area code instead.

SMS works next to email, not instead of it. A common setup sends the email 24 hours before the meeting and the text 2 hours before.

Zocks texts a client in 2 cases: a booked meeting is coming up or a user cancels the meeting. No text goes out unless the client opts in first.

By default, your texts send from a standard Zocks number. If you'd prefer your clients to see a local number, an account administrator can pick the area code your texts send from.

Only account Owners, Administrator, or Assistants with a Scheduling role can change this. The setting applies to every advisor on the account unless you set up more than one area code.

To pick an area code:

If Zocks already has a number in that area code, your texts start sending from it right away. If not, Zocks sets one up for you. That number has to be verified before it can send. Until it's ready, your reminders keep going out from the standard Zocks number, so nothing stops. If no number is available in that area code at all, Zocks tells you when you save, and you can pick a different area code or stay on the standard number.

To turn SMS on for your account:

Can't turn it on? Your administrator has SMS off for your account. Ask them to allow it.

Reminders are set for all booking events.

Keep the email reminder and the text at different times. A client who gets both at once reads one and ignores the other.

Clients opt in themselves on your booking page. The client enters a phone number and ticks the box to get text reminders. The phone field stays optional.

Once a client opts in, they get texts for the meeting they booked. They have to opt in again for the next booking.

Every reminder text holds what a client needs to show up:

Quiet hours. Texts aren’t sent during quiet hours, based on the client’s area code. Reminders due then go out by email only if the email channel is set up.

A client replies STOP to any Zocks text. The texts end right away.

STOP covers all Scheduling texts from Zocks for that phone number. Email reminders keep going, and the client can still book, cancel, and reschedule as normal.

A client who opted out can't opt back in from your booking page. They need to subscribe again from their phone by sending START and then they would still have to opt in on the next booking on the booking page.