Request: an account-level setting to default "Send SMS events" to checked on new client profiles, and an SMS consent checkbox in the Online Scheduler.
in review
s
sgaspar
Today that box is hardcoded off on every new client, and the Online Scheduler has no way to collect SMS consent or set the box. The result is that every client who books online arrives with texts disabled, every time, with nothing to alert the office. I lost the booking confirmation text and every subsequent text on a live order this week and did not find out until after the inspection was already scheduled. There is no way to catch it other than opening each client record by hand after the order comes in.
Compounding it, there is no way to audit my own list. There is no SMS column on the client grid, no filter for it, and no bulk update, so I cannot see which of my clients have it enabled without opening every profile one at a time.
Three things would fix this, in order of usefulness:
A client-facing SMS consent checkbox in the Online Scheduler that sets "Send SMS events" and logs the opt-in with a date and source. This solves it properly and keeps the consent record where it belongs.
An account-level default so offices that collect consent another way, such as in a signed inspection agreement, can turn it on.
At minimum, an SMS column and filter on the client grid, plus a bulk update. Even without the above, let me see and fix my own data.
I understand the consent reasoning behind the current default. The problem is not the default. The problem is that there is no supported way for a client to give consent through your own booking flow, and no way for me to see who has.
Product Management Team
updated the status to
in review
Product Management Team
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