Example reminder
Example wording for this page. Not a text a customer sent us.
Example Accounting: Sam, meeting Thursday at 11:00am. Call us if you need to change it.
BAS was booked. The client didn’t bring the books.
The meeting was in the diary. They still needed a nudge the day before. Autext texts the time. It does not lodge a return, and it is not a ledger.
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Example missed-call text
Example wording for this page. Not a text a customer sent us.
Example Accounting: Sorry we missed you. Call if you need to book or move a meeting. Call us back.
What matters here
- Meeting reminders from the calendar
- Quote follow-ups for work that is not signed yet
- Missed-call text during a meeting
- A client list of names and mobiles
- Not tax software, a ledger, or a lodgement
The meeting
The reminder names the day and the time. Say what to bring in your own wording if you want. Keep tax-file numbers out of the text.
The quote
An open quote for a cleanup or a new engagement can be followed up on Pro and Team. A reply stops it.
The phone
If you miss the call while you are in another meeting, they can get a text instead of silence.
Quote follow-upsSMS remindersMissed-call text-backGoogle Calendar
Questions
Can Autext lodge a BAS or a return?
No. It reminds the client about the meeting you already booked. The work stays in the software you already use.
Should the text include a tax-file number?
No. Do not put tax-file numbers, bank details, or payroll figures in a text or a calendar title.