Text people to confirm

For roles your admins set to offer texts (like Worship and Preaching), Scheduly can text people to ask them to confirm or decline. A person is texted when first asked, and again as a reminder if they haven't answered. Their answer shows in the table.

When you save

When you save, the review lists who will be texted: everyone in an edited role who hasn't been asked yet, including people added earlier and never texted. With Text … now switched on, they get their text as soon as you save. Switch it off to save without texting anyone.

Your church's service templates can also have Alerts: automatic reminders that text these roles on their own, like four weeks before the service. When such an alert hasn't gone out yet, the people it will reach aren't texted now: the review says when they will be 2 (marker 2 on the screenshot). This one is for a date with no event yet, marked New 1 (marker 1 on the screenshot).

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The reminders go out weekly, 29, 22, 15 and 8 days before the service, to people who haven't answered yet.

• Blockouts. Someone with a blockout on that date (Blockouts) isn't texted: the review says so, and saving with texts on marks them declined.
• No phone number. The review lists people who can't be texted.
• Texting schedule shows up only when the service has such alerts. It lists when they go out, until people answer.

Text everyone who hasn't been asked

Use this after filling in a month without texting, or to catch anyone who was missed.

1. 1
   Go to the month, and use Show to pick the services and roles to include.
2. 2
   Select Send SMS, the paper plane in the toolbar.
3. 3
   Check the list 1 (marker 1 on the screenshot): each service, the role, and who will be texted.
4. 4
   Select Send 10 texts 2 (marker 2 on the screenshot) (the number is how many people will be texted).

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• Only people in roles that offer texts, who are assigned to an upcoming service and haven't been texted or emailed or answered yet.
• Only the month you're looking at, and only the services and roles Show leaves in.
• Nobody else on the event is texted. People with a blockout are marked declined instead. People without a phone number are listed at the bottom.
• It texts them now. Unlike saving, it doesn't check for a reminder alert that would text them later, so someone a reminder was about to reach is texted anyway.
• When everyone has been asked, it says Nothing to send.

When people answer

The icon next to their name changes to a check, or to a cross with their name struck through. An answer covers the whole role on that event: if Worship is four rows of the order of service, declining one declines all four. Turn on Replies in Assign people and notes to see who answered when.

Why wasn't someone texted?

• Their role doesn't offer texts. An admin turns on Offer to text people to confirm for the role (Set up the Services page). Send SMS only shows when at least one role does.
• They were already asked, or already answered. Send SMS and the review text only people who haven't been asked. Reminders to people who haven't answered come from the weekly alerts.
• The text was switched off in the review. Use Send SMS later.
• An alert will text them. The review said when.
• They have a blockout on that date (they were marked declined), or no phone number.