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)