Automated Service Reminders

Service Reminders are available in the Preferred & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or

The Automated Service Reminders can be found under the Marketing Tab. Automated service reminders can be set to send to clients as reminders to get the service performed again. You may enable the reminders to be sent from this screen. The message text is set here, and the reminder timeframe is set on the individual service profile. You can set reminder text for up to three reminders. Reminders may be set for email, SMS, or both.



Enable Service Reminders

Select this box to enable service reminders to send.

Reminder Templates

Enter information into each template to send to clients per reminder. You have a maximum of three to send. 


Email Template Tab

Reminder Email Subject

Enter the subject of the email here.

Reminder Email Text

Enter your email images and text here. Format the images and text how you wish them to appear for viewing when the marketing is sent.


SMS Text Messaging is available as an add-on to Envision Cloud. You can update your account on the Account Management Subscription Page.

SMS Template Tab



Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

SMS Message Text

Enter the text of the SMS message to be sent. Any message over 150 characters will send as two messages.

Character Count

The number of characters (letters and spaces) will display here. This number will adjust as text is entered in the text box.

First Name / Last Name / Service ID / Description Buttons

You may use these buttons to enter a merge field into the SMS text message. This will enter a placeholder such as {FirstName}, which will fill with the selected field per message when they are sent. This will affect the number of characters, and could result in a message that is longer that 150 characters.

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