Click on “Settings” or the gear icon > select “Emails & Text”

Select on the template you wish to send. For this example, we’ll be using Appointment Reminder

Under “Send Appointment Reminder Emails” you can select when you want it to automatically send

At what specific time

Hit “Save Changes”

Go to contacts record

For that person that you only want to receive texts, make sure that the send automated emails option in the customer records is unticked. To do that, click on the name of the customer you want to set up

Click on “Actions” > select “Edit”

Untick the box that says “Send automated emails to this address?”

Make sure this one is set to Mobile

When done, hit “Save Changes”

Make sure that all other appointments with phone numbers have the “Mobile (Don’t Text)” setting if they do not want to receive texts

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