The booking SMS action keeps an operational message in the context of the booking it relates to.
Steps
- Open the booking and review the customer, property and current schedule.
- Confirm the intended customer contact and phone number.
- Use the available SMS action and enter the approved message content.
- Send only after checking the booking and recipient context.
- Review the recorded activity for the communication result.
Important
Keep messages relevant to the booking and customer. Customer communication preferences and correct contact details should be reviewed first.
When SMS is available
Open the booking and use the visible SMS customer action only when the booking has an appropriate customer phone number or active contact. Check the schedule and message wording before sending.
Keep a clear record
The booking activity records the attempted communication. If no SMS action is shown, check the booking contact information, your role and the workspace messaging configuration instead of copying a number into another customer record.