Setting Up Text Notifications

Users can enter a mobile phone number on their profile and then enable text messaging on their accounts. Text messages can then be sent for scheduling emails, general emails, reminders and scheduling replies, or can be set differently for each. Users can even respond via text to Scheduling Emails which will update Planning Center.

For yourself

  1. Click your name in the upper right
  2. Click 'Profile'

For others

For others

If you are a Scheduler for your account, you can also go to the main people tab and click a person's name to go to their profile and set up their text messages, as long as you know their carrier.

Edit Notification Settings

Edit Notification Settings

On the Communications tab, click the 'Edit' button in the Text Notifications section.

Add a Mobile Number & Carrier

Add a Mobile Number & Carrier
  1. You must choose "Mobile" as your phone number type and choose your mobile carrier.
  2. If you already have a phone number and want to add an additional mobile number, click the + for the Phone Numbers section.
Why specify a mobile carrier?
In order for text messaging to be a free service, Planning Center uses the SMS Gateway provided by each cell company, which is why you must set the cell carrier correctly for texting to work. This allows Planning Center to send a regular email to an address like number@cellSMSgateway.com which the cell company then converts to a regular text message. Unfortunately, many cell companies outside the US, especially in Australia, do not offer SMS Gateways and therefore can't use our text messaging features. If your cell company is not in the list, it is most likely not supported. However, if you find your cell company does use a standard SMS gateway and isn't in our list, please email support@planning.center with the SMS gateway information, and we can try to verify it with you and add it to our list.

Select Notification Options

Select Notification Options

Only users with Scheduler permissions or higher will see the "Scheduling Replies" checkbox.

Responding to A Scheduling Request via Text Message (option 1)

Responding to A Scheduling Request via Text Message

Some mobile carriers support replying directly back to the text message in order to confirm.

The notification will include:

  • name of the requestor
  • "Type" of email that this message is for
  • subject title
  • date(s) of the plan
  • Position and Team, shown like: "Position (Team)"
  • responses to confirm "ACCEPT" and "DECLINE" as well as the option to "STOP" that will disable future text notifications for you.

Responding to A Scheduling Request via Short Link (option 2)

Responding to A Scheduling Request via Text Message

For the carriers that don't allow you to text back the words Accept or Decline, we're now sending a slightly different text with short links you can click to accept or decline.

The notification will include:

  • name of the requestor
  • the date(s) of the plan
  • "Type" of email that this message is for
  • two short links to respond either with confirm "ACCEPT" and "DECLINE" (these will take you to your mobile browser and to the PCO Services mobile website)
  • service type, position and team, shown like: "Position (Team)"

For more details on this feature, check out this article here

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