Twilio SMS Integration

Twilio SMS Integration

Super Admins and Admins can enable payments via Twilio. Managers & Staff will not have access to this information.
Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for bookings, cancelations, or reschedules through Twilio.
Requirement: This integration requires an account with Twilio.

SMS notifications through Twilio can be set up by following the steps below:

  1. Configure SMS gateway
  2. Enable notifications
  3. Send SMS notifications

I. Configure SMS Gateway

      1. Click Integration on the top right corner of the menu panel. Then click Others on the left side panel. You will find Twilio listed under the Connections Available section.



      2. Hover over Twilio and click Configure.


3. A pop-up shows up. Enter the required values and click Configure.
Required values: Find the authentication details in the guide.            

          4. Twilio is now enabled as an SMS provider.

Note: At any give point in time, only one of the listed SMS gateways can be configured to send SMS notifications.

II. Enable notifications

Illustration: Let us enable SMS notifications to be sent to staff when an appointment is rescheduled.
  1. Navigate to Workspaces > (Choose a workspace) > Notifications. There are two sections to configure notifications - one for the staff and the other for the customer. The For Staff section is selected by default.



  2. Choose events to send SMS notifications to staff. We will choose Rescheduled for the illustration.



  3. Click Customize against the checkbox for SMS. A pop-up appears with a pre-drafted response when an appointment is rescheduled.



  4. Click Insert to introduce dynamic booking-related values (like Customer name, Appointment Id, etc) using variables listed under each section. Click the Save button once done.
    Check if length of the notification content is as required by Twilio.


  5. SMS notifications are now set to be sent to staff when an appointment is rescheduled under the One-on-One Consultations workspace.


III. Send SMS Notifications

  1. Zoho Bookings staff reschedules a booked appointment.



  2. SMS notification is sent to the staff.


Plans supporting this feature

Applicable Plans
Premium

Check out the below post for more info.