Text Messages — automatic texts to your clients

What this screen is for. Texting is live. This tab shows the three texts your clients get automatically: booking confirmed, a reminder the day before, and "your report is ready". It also shows who said yes to texts, and links to the texts you have sent. Only clients who said yes ever get a text. How to get there. Sidebar → Marketing → Text Messages. Texting has been live since 2026-09-09. Every firm sends from one shared toll-free number. If your account can't text yet, the tab shows one Coming soon card instead, with the three texts listed and a grey Coming soon button. What every button does The tab has four parts: "Text messages are on" with a green Live badge, and the sentence "Your account can send texts to clients who've said yes." What gets texted — the three texts. They go out automatically to clients who've said yes. There is nothing to set up. Booking confirmed — sent the moment you confirm, so the client knows the time is locked in. Reminder the day before — a heads-up with anything they need to do to get ready. Report is ready — the link, the moment their report is delivered. Who can be texted — the opt-in list. Each client shows a name, a phone number and a Yes / Stopped badge. If nobody has decided yet, it says "No one's said yes to texts yet". The "Client asked me to text them" button opens a sheet to record a spoken yes. Use it only for a client who really told you it's okay, on the phone or in person. It is recorded with your name on it. A client who texted STOP can only turn texts back on themselves, by texting START. See sent texts — opens the Sent folder, where each text shows its status. Common questions "Can I text my clients their appointment reminders?" Yes. The reminder goes out by itself the day before, to every client who said yes to texts. "Do clients have to opt in?" Yes — the "Text me updates" box on your booking form, or a spoken yes you record. Nobody gets texted who didn't ask. "A client texted STOP by accident." Only they can undo it — by texting START. The record sheet will refuse politely; that's the law being followed, not a bug. "What do the texts actually say?" They open "HomeRecon AI for {your firm}:" — the texting number is registered to HomeRecon AI, so the carriers require the sender named first — then carry the property address and your phone, and always end with the STOP line. Good to know This is the one click path to the Sent folder for texts — "See sent texts" — since the folder has no sidebar row of its own. Reply STOP always works. A client who replies STOP gets no more texts. Related Email Delivery and the Sent folder Your booking form — where clients opt in Schedule — the bookings the texts follow