As of August 30, 2024, several texting features in our Green Portal and 2.0 legacy platforms will be discontinued due to the deprecation of older technology by our text vendor.
Affected Features:
-
SMS to a Pro for Lead Creation: Notifications will no longer be sent when a lead is created.
Location: portal.countingworkspro.com > Leads > Preferences > Text Alert Phone Number -
SMS to a Pro for Appointment Creation: Notifications will no longer be sent when an appointment is created from the Appointment Calendar on the website.
Location: portal.countingworkspro.com > Leads > Preferences > Text Alert Phone Number -
SMS Appointment Reminders to Clients: Reminders via SMS will no longer be sent.
Location: portal.countingworkspro.com > Appointments > Reminders > Preferences -
SMS Due Date Reminders to Clients: Due date reminders via SMS will no longer be sent.
Location: portal.countingworkspro.com > Communications > Preferences Due Date Reminders -
Automated Voicemail Messages for Appointments: Voicemail reminders for upcoming appointments will no longer be sent.
Location: portal.countingworkspro.com > Appointments > Reminders > Preferences
Important Note: Messages set up to send via SMS or automated voicemail will now default to email.
Next Steps: We understand these features are crucial for your operations. To ensure you continue to have access to advanced texting tools, we recommend transitioning to CountingWorks PRO 3.0, which offers a more robust texting feature set.
How to Transition:
- Schedule a Call: Contact us to discuss how CountingWorks PRO 3.0 can meet your needs.
- Watch Our Demo: Learn more about the benefits and capabilities of the new 3.0 platform.
Thank you for your understanding and continued partnership. We are here to support a smooth transition to CountingWorks PRO 3.0.
For any questions or assistance, please reach out to our support team.