RoboTo
Add RoboTo to the primary phone number when the customer prefers an automated call instead of (or in addition to) email for appointment confirmation and day-of arrival notifications.
TxtTo
Add TxtTo to the phone number if the customer prefers an automated text message.
Priority order of communication
- Email first - always try to capture an email address during verification.
- Automated call second (RoboTo).
- Text message (TxtTo) if requested.
Our system can email multiple email addresses, but can only call or text one single number.
Update the phone number in the record as needed and tag it with RoboTo or TxtTo next to the correct number.
