How to set up text reminders?
Short answerTo set up text reminders, you need four things in place before the first message: a sending number, customer consent to be texted, whatever number registration your texting provider requires, and a tested template. Skipping consent or registration can get messages blocked, so handle them first.
The explanation
Start with the number. Business texting normally runs through a provider that gives you a number or lets you bring your own. Ask the provider what registration is needed before messages will deliver, since carriers filter unregistered business traffic. Their documentation will list the steps.
Next, consent. Collect permission when a customer books, with a plain line saying you will text about their appointment and how to stop. Keep a record of who agreed. Check your own state and federal rules, or ask a lawyer, since requirements vary.
Then write the template and test it. Send yourself a reminder for a pretend visit. Confirm the sender name, the length and the opt-out line. After launch, review the delivery report for failures, which usually signal a number or content problem.
Steps
- Pick a texting provider and ask what number registration it requires.
- Add a consent line to your booking form and store who agreed.
- Write a short template with an opt-out line.
- Send a test to your own phone and review delivery reports after launch.
What to watch for
- Texting customers who never agreed to receive messages.
- Assuming unregistered numbers will deliver reliably.
How Apex does it
In progress
Part of this is built. The rest is not. Status as of 2026-10-07; the badge shows the least-built feature involved.
Apex has opt-out and quiet hours, channel consent preferences and a bring-your-own number option for a texting provider. The opt-out piece is built. Texting is off until the owner connects a provider account and completes number registration.
- CM09Opt-out / STOP and quiet hours(Built, rolling out)
- CM10Channel consent preferences(In progress)
- IG10Twilio bring-your-own number(In progress)
Apex Flow Scheduler is in early access. See how we label status.
Where this question comes from: owners type it, or a close variant, into search boxes. It was returned by public search suggestions (Google, Bing or DuckDuckGo) when we collected them on 2026-10-06. We do not have search volumes.