SMS Overview

Pointa SMS is an optional feature used for appointment reminders, booking change/cancellation notices, manual customer messages, confirmation replies and birthday messages.

If SMS is not enabled on the account, Pointa will show a message in Settings > Notifications & Reminders saying SMS is not available. If you wish to add this to your subscription then please get in touch.

SMS relies on the customer having a valid mobile number saved on their customer record.

Customer SMS settings can be managed from the customer record:

Customers > Open customer > Options

Relevant settings include:

• SMS Reminders

• Preferred contact method

For reminders and operational messages, make sure the customer’s mobile number is correct and that SMS reminders are enabled where appropriate.

Avoid using the same mobile number across multiple customer records where possible. If a mobile number is shared, SMS history may not always appear where staff expect it.

Best Practice

Use SMS mainly for time-sensitive communication, such as appointment reminders and important booking updates.

Keep templates short, include the business name, and test messages using a staff/customer record before relying on them broadly.

For day-to-day use, staff should send SMS from the customer record or booking rather than typing numbers manually. This keeps customer communication history cleaner and easier to follow.

Find out more about how to set it up here.