How to use messages correctly

[lifewithhair]

I am not new to square but still have problems understanding what I can/cannot do with my system in messages. I have the free version, help me understand how to use messages and tell my customers how to use it instead of texting my phone number. I want to keep every message in my system. I have their profiles set up with text/emails for reminders. So I have tried to reply but tell them they have to go directly to me to reply. I just turned on my end in communications (I think), so they can send messages within their reminders. When a customer is there and we rebook, they get an accepted text. I show them how they can reply with that notice. One man showed he wasn't subscribed. How does he  change it to subscribe. Is it through sending a receipt? Since I have the free version, it says sms text needs to be a plus member. Do they have to go through an email to message me? Do they need a code? How? I don't have it set up for them to be able to book their own appointment online. Do I turn off notifications because I get the same messages in the invoice app, POS app, and appointments app. I just want to see it in one place. HELP!

[Stacelyn24 · Accepted solution]

It sounds like you're navigating several aspects of Square Messages, and I can definitely help clarify things. Since you're using the free version of Square, here are some things to keep in mind:

1. Messages in the Free Version:

   • In the free version, SMS texting is limited. To fully use text messaging (where clients can respond directly), you would need to upgrade to Square Messages Plus. This upgrade also allows for a toll-free number, which will make communication more centralized.
   • With the free version, customers can still reply through email if you have that set up. For them to message you directly from their reminders, the upgraded plan is required.

2. Client Subscription Issues:

   • If a customer isn’t subscribed (like the man you mentioned), they can resubscribe by checking a box during the checkout process if they receive their receipts via text or email. You can also prompt them to resubscribe when you send out reminders or marketing emails.
   • Clients can choose to subscribe or unsubscribe at any time, so make sure their profile in your system has updated consent for messaging.

3. Turning Off Redundant Notifications:

   • If you're receiving duplicate notifications across different Square apps (Invoices, POS, Appointments), you can streamline this. I suggest you:
     • Go into each app's notification settings and turn off notifications that are redundant.
     • Set your primary app (likely Appointments) to manage all your notifications in one place.

4. Client Communication via Email:

   • Since SMS is limited in the free version, encourage your clients to use email communication. They don’t need a special code, and it allows you to keep everything centralized in Square.
   • Show them how they can reply directly to appointment reminders or emails and encourage them to communicate that way rather than texting your phone number.

To fully unlock the benefits of keeping everything in one place, upgrading your plan might be the best route. By upgrading, you'll also get a dedicated toll-free number, making it easier for clients to reach you and ensuring all communication is centralized within Square. This will give you more control over your messaging system and improve your workflow.

I hope this helps simplify things for you!