Auto Texting and Emails (Management setting)

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

Use this setting to turn on automatic texting and emailing on different types of appointments and agreements. See "Automatic Texting and Emailing on Appointments & Agreements" for more information.

Hover to view the full-sized image.

Note: Any changes you make to this setting only affect new appointments and agreements, going forward, and do not affect texts or emails scheduled to be sent on existing appointments and agreements.

1. Choose the method(s) of communication you want available. Toggle on Enable Automatic Texting and/or Enable Automatic Emails.
2. Choose when you want these messages sent. The following options are available for each of your location's Agreement Types:
• Appointment Confirmation: Sent when an appointment is booked, including through a web scheduler. (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.) See an example:

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.


Hover to view the full-sized image.

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


Hover to view the full-sized image.

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

• Agreement: Sent when an agreement is opened and closed. It also contains the signed or unsigned agreement form PDF as a link (in text) or attachment (in email). See an example:

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


Hover to view the full-sized image.

3. Choose when the follow-up reminder message is sent. 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.
4. Save your settings. Click SAVE.
5. (Optional.) Change the default email subject or customize the email or text. If you want to customize your email subject or add additional text to the body of the email and text message, use the Appointments Confirmation Messages setting.