Appointment Scheduler

Important Update: Deprecation of Texting Features in Our Legacy Platform

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.