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September 10, 2023
Question

Does Quickbooks Online text customer of appointment reminders?

  • September 10, 2023
  • 1 reply
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Currently have Quickbooks Online and need to send customer text reminding them of scheduled appointment.  

1 reply

September 10, 2023

Welcome to the QuickBooks Community, 690cats. Please know that texting a customer of appointment reminders is currently unavailable in QuickBooks Online. With this, let me provide an alternative way so you can aim for this process.

 

QuickBooks only provides an emailing feature for any notices or reminders you want to send to your customers. For now, I recommend visiting the Apps menu for any recommendations we can integrate into the platform. This way, it'll help you set an SMS reminder of scheduled appointments for your customer.

 

Here's how:

 

  1. Click the Apps menu on the left panel.
  2. Choose the Browse category drop-down arrow and select Sync Data.
  3. Find a specific app in the search bar.
  4. Click the Get app now button. Then, follow the onscreen instructions to finish the process.

 

Then, it's also best to evaluate the app's features, pricing, and user reviews to determine if it's the right fit for your business.

 

Lastly, refer to this article if you need steps on how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online

 

You can leave a comment below if you have a follow-up or other questions related to QuickBooks. I'm always here to help, 690cats. Take care always.