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How do I enable text reminders and alerts?

Supported Countries for SMS Text Reminders

SMS text messaging interaction with the system is available for the following countries:
  • United States
  • Canada
  • United Kingdom
  • Australia
(Unfortunately to set up SMS messaging in other countries requires provisioning a phone number in each, and rates for incoming and outgoing vary wildly) 

To Enable Text Reminders

The following three items need to be done in order for text reminders to work properly.
  1. Ensure your account country is set to one of the supported countries. Set this by clicking on your headshot in the upper right >> My Account >> My User Profile.
  2. Ensure you have a working cell phone number in the cell field. Again, it must be a number from one of the supported countries.
  3. Ensure the client has a working cell phone number in the cell field from one of the supported countries.
When these conditions are met, you'll be able to choose "text" in addition to "email" for reminders and notices.