---
title: "Use SMS Opt-in with Scheduling Pro"
slug: "use-sms-opt-in-with-scheduling-pro"
updated: 2026-10-15T01:24:33Z
published: 2026-10-15T01:24:33Z
canonical: "help.servicetitan.com/use-sms-opt-in-with-scheduling-pro"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use SMS Opt-in with Scheduling Pro

## Overview

The *Automatic SMS Follow-Up* feature helps businesses recover missed bookings by automatically reaching out to customers who don’t complete their scheduling sessions. This feature reduces manual follow-ups, saves staff time, and increases conversation to drive more revenue.

To activate the feature, set it up in 3 steps:

[Step 1: Register your phone number for texting](/construction/docs/use-sms-opt-in-with-scheduling-pro#step-1-register-your-phone-number-for-texting)

[Step 2: Save your number for outbound SMS](/construction/docs/use-sms-opt-in-with-scheduling-pro#step-2-save-your-number-for-outbound-sms)

[Step 3: Enable SMS follow-ups in Scheduling Pro](/construction/docs/use-sms-opt-in-with-scheduling-pro#step-3-enable-sms-followups-within-scheduling-pro)

---

### 

#### Who uses this feature

- Administrators, CSRs, dispatchers, managers, office employees
- Primarily benefits Residential Service and Replacement business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details.
- To get started with Scheduling Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

## 

## Use cases

- Businesses that lose leads from abandoned online bookings can use automatic SMS follow-up in Scheduling Pro to recover those opportunities without requiring manual outreach from staff.

## Step 1: Register your phone number for texting

As a first step, you need to register your phone number for texting within ServiceTitan to ensure it complies with the new TCR protocol.

To register:

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D).
2. In the side panel, go to **Your Account >** [Register for Texting](https://go.servicetitan.com/#/Settings/BrandRegistration).
3. Enter your **Employer Identification Number (EIN)** and click **Next. ![Form to enter Employer Identification Number for text messaging registration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-sqmzxra2.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**
4. In the *Your Information* box that opens, fill out your company information and click **Next**. ![Form for entering business contact information, including name, address, and email.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-f62yvl19.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)*Business Identifiers + Stock Details* opens.
5. Enter your business details and click **Save. ![Form section for business identification and stock market information with a save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-ppp2mrcc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**
6. Review your business details and click **Submit**.

> [!NOTE]
> **Note**: After you submit your form, you cannot edit the fields.

The system displays the registration status. If rejected, it provides the rejection reasons and prompts you to fix the errors and submit again. The submission process for TCR for A2P 10DLC messaging only takes a few minutes. You get confirmation of a successful submission right away, but the vetting process takes 7-10 business days.

> [!NOTE]
> **Note**: If you have issues with sending and receiving SMS / MMS messages, make sure to register your company's phone numbers with TCR.

## Step 2: Save your number for outbound SMS

After you get a confirmation of a successful submission for TCR, you need to set your number as the outbound SMS in ServiceTitan settings.

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D).
2. In the side panel, go to **Phones >** [Phone Numbers](https://go.servicetitan.com/#/Settings/phoneNumbers).
3. On the *Phone Numbers* page that opens, set the default **Outbound SMS** number. ![Phone number settings with highlighted Outbound SMS field for easy identification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-ozwl4hp7.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
4. Click **Save**.

## Step 3: Enable SMS follow-ups in Scheduling Pro

[Enable SMS Follow-Up on Scheduling Pro Video](https://fast.wistia.net/embed/iframe/vx6cteelhk?web_component=true&seo=true&videoFoam=false)

After you’ve successfully registered your number for testing and set it as outbound SMS, now you need to enable the *Follow Up SMS* feature within Scheduling Pro.

1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D).
2. In the side panel, go to **Integrations > Marketing Integrations**.
3. On the *Marketing Integrations* screen that opens, click **Edit** next to the Scheduling Pro integration.
4. Within WorkConnect, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**> Edit** on your scheduler.
5. On the *Scheduler* screen, edit the *Scheduler Details* section.
6. Scroll down and enable the **SMS follow up** toggle. ![Instructions for enabling SMS follow-up notifications for customer bookings and engagement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-riovnqo5.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
7. Click the **Phone Number** dropdown to select your outbound sms number. ![Enable SMS follow-up feature to boost customer engagement and appointment notifications.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-1vklq3j5.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
8. Select how you want to send the 15-post-abandoned SMS to your customers.

![Post-abandonment SMS template for customer booking reminders with prefilled link.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-sms-opt-in-with-scheduling-pro-image-bvpoy5ai(1).png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

**Prefilled Link:** Select to send a sms follow up message with the scheduler URL.
9. When finished, click **Done**.

## Want to learn more?

- See [Scheduling Pro](/construction/docs/scheduling-pro-home)