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Guide

Write useful SMS follow-ups

Keep messages concise, accurate and appropriate to the customer’s request.

Updated October 4, 2026For: Owners · Managers · Front desk · Team members

Keep messages concise, accurate and appropriate to the customer’s request.

What to check

Identify the business and the reason for the message, ask one clear question or state the confirmed next step, and avoid sensitive details. Review AI drafts and verify any price or time. Do not include passwords, banking, health or other unnecessary private information. Respect the customer’s language and opt-out.

Check the channel and purpose

SMS and email consent are recorded separately for the business workspace. Service follow-up concerns the customer’s request, quote or booking; it is not permission for unrelated promotions. Respect opt-outs and record the real source and date of consent.

When a message is blocked

Read the reason, check consent and channel configuration, and review the recent thread before retrying. Do not invent consent or override an opt-out to make a message send. If you cannot resolve the issue, ask your workspace Owner or support.

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