SMS

Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.

SMS is a credit-based channel for reminders, form chases, follow-ups and campaigns. It sits next to email and WhatsApp — not instead of the client record.

SMS credits & journeys CliniForm
Balance 2,450
Sent today 48
Auto top-up On
24h reminder — Email + SMS — On
Form chase — 12h before visit — On
Spring offer campaign — Scheduled Friday
Illustrated preview of SMS credits & journeys.

Walkthrough

  1. Install SMS from Pro Apps and buy credits (or turn on auto top-up).
  2. Open SMS → Reminders. Typical timing is 24 hours and 2 hours before a visit.
  3. Add chases for outstanding forms, no-shows, reviews, birthdays, memberships and balances.
  4. Use Templates so reception is consistent. Preview segments — emoji and some symbols use more credits.
  5. Run Campaigns to previous or inactive clients. Marketing SMS must respect opt-outs.
  6. Check Credits and Messages for delivery, failures and spend.

Tips

  • Two short reminders outperform one long email. Include date, time, practitioner and the form link.
  • Service SMS and marketing SMS are billed separately. Keep care messages out of blast campaigns.

Related guides

Manage your WellNear page Edit the public WellNear listing from CliniForm — photos, about text, amenities, services, team and booking — everything clients see, without a second login. Reminders Automatic email, SMS and WhatsApp reminders for appointments, forms and outstanding payments. Booking Online bookings connected to consultations, reminders and client history. Point of Sale Full practice checkout: treatments, retail, packages, memberships, gift cards, commissions, Stripe Terminal, Tap to Pay and end-of-day reconciliation.