Automatic Texting and Emailing on Appointments & Agreements

Text messaging is available in the U.S. and Canada. For international texting, contact the TSD Sales Team by emailing sales@tsdweb.com.

Texting and emailing are quick and efficient ways to connect with your customers and provide appointment and agreement confirmations, as well as copies of agreement forms.

Setup Requirements

• Turn on automatic texting and/or emailing. Use the Auto Texting and Emails setting to turn on texting and/or emailing for appointment confirmations and agreements, based on agreement type.


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• Make sure a valid phone number and/or email address is present on the appointment and/or agreement. In order for the customer to receive a text, the phone number1 If multiple phone numbers are on the agreement, the first number listed is the one that will receive the text. must be filled in and Text Allowed must be toggled on, indicating that the customer has opted to receive text notifications. To receive an email, the email address must be filled in and Opt Out of Emails2 Opt Out of Emails is unavailable for locations that use Toll Processing. must be toggled off.

Automatic Texting / Emailing for Appointment Confirmations

When set up for agreements, a text and/or email is automatically sent to the customer when the appointment is booked, including through a Web Scheduler, as long as the information is filled in and the customer has opted to receive texts and/or emails.

For appointment confirmations, an additional reminder text and/or email will be sent to the customer 24 hours (default), 48 hours, or 72 hours prior to the appointment's checkout date, based on your selection; the only exception is when an appointment is booked for later the same day.

Note: If you edit a Booked appointment or revert an Expired appointment into a Booked appointment by changing the dates, a confirmation text or email is not sent to the customer.

Below is an example of a loaner appointment confirmation email, which has the default subject: [Your Location Name] Upcoming [Type (Loaner/Rental/Test Drive] Appointment Appointment Number on Checkout Date and Time.

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Appointment confirmations for Expedited Appointments also contain a link to access the appointment.

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Appointment confirmations for TSD's Delivery and Collection contain the delivery address details; for deliveries, instead of the pickup location address.

Automatic Texting / Emailing for Agreements

When set up for agreements, an email or text is automatically sent when an agreement is opened and closed, as long as the information is filled in and the customer has opted to receive texts and/or emails.

The message contains the signed or unsigned agreement form PDF as a link (in text) or attachment (in email).

Below is an example of an agreement email, which has the default subject: Your agreement ([Agreement Number]) from [Your Location Name].

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