The SMS notifications are a helpful reminder for users to let them know via a text message that their reservation or check-out is due. They can easily be set up and activated in your CHEQROOM account.

Creating a new notification

  • Go to your Settings in the bottom left corner of your screen

  • Click Notifications

  • Click on the SMS section

  • Click New notification

  • Choose a Trigger

1. Choosing a trigger

Reservations

  • New reservation

  • Canceled reservation

  • Reservation due

  • Reservation overdue

  • Reservation PDF generated

  • Added Reservation Comment

  • Closed Reservation

Check-out

  • New check-out

  • Check in

  • Check-out due

  • Check-out overdue

  • Undo check-out

  • Extend check-out

  • Check-out PDF generated

  • Added Check-out Comment

Contact

  • New contact

  • Contact PDF generated

  • Added Contact Comment

  • Blocked Contact

  • Unblocked Contacts

Item

  • Set Flag

  • Clear Flag

  • New item

  • Item expired

  • Item unexpired

  • Change Location

  • Added Item Comment

  • Take custody

  • Release custody

  • Transfer custody

  • Warranty expiring

2. Configuring the trigger

  • Give this trigger a unique name

  • Choose when it should trigger (only for due/overdue notifications). Note that already existing overdue reservations and check-outs will not trigger the notification, unless they fit the time frame.

  • Select for which locations the notification should trigger (only applicable when having multiple locations)

  • Choose SMS

3. Write your message

You can write static messages (always the same text) to make your text super relevant to the actual Check-out it was triggered for.

  • Fill in the To field with a phone number (E.164 numbering, for example +16467518792) or the Contact:Phone field, or both. Use a comma in between phone numbers, if you'd like it to be sent to several recipients.
    Use the Custom field ‘phone’, the ‘text’ field is not applicable.

  • Write the body of the message and add extra fields by clicking on the dropdown list icon on the right side

4. Review & Add

  • Check if everything looks okay

  • Click Add when you're done

  • Or go Back to adjust something

Good to know:

  • To view the logs of the SMS notifications, click ‘Actions’ > ‘View logs.

  • Under Account, the Account owner and users who have permission to the Settings are able to see the total SMS quota you still have until the end of the month

This will be reset to 0 every month so you have the same amount of texts each month

  • They will also appear in your history timeline (either reservation, check-out or item)

  • There is a limited amount of texts per month for the Plus plan (500), Premium plan (2000) and the Academic Premium plan (2000)

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