Automated client retention SMS
MsgHealth sends AI-written, personalized text messages to at-risk clients at the right moment — so you recover more clients without manual effort.
47%
higher rebooking rate
30
days to see results
2×
avg revenue recovered
How automated SMS retention works
When a client's health score drops below your configured alert threshold (default: 70%), MsgHealth can automatically send them a personalized retention message via SMS. The message is generated by AI using the client's name, their last service, how long it's been since their visit, and any custom context you've added to their profile.
The goal is to reach out at exactly the right moment — not too early, not too late — with a message that feels personal, not automated. Businesses using MsgHealth's automated SMS see an average 47% higher rebooking rate within 30 days compared to businesses that rely on manual follow-up.
- Messages trigger automatically when a health score drops below your threshold
- Each message is personalized with the client's name, service, and visit history
- You can preview every message before it's sent
- Responses are tracked — you'll know who rebooks within 7 days
Customizing your message templates
On Pro and Enterprise plans, you can write fully custom SMS templates using our template editor. Templates support dynamic variables like {{client_name}}, {{last_service}}, {{days_since_visit}}, and {{rebooking_link}}. You can create separate templates for different service types, client tiers (new, loyal, at-risk), or time windows.
If you prefer, the AI template engine can generate a fresh, personalized message for each send without a fixed template — useful if you want variety in your outreach. You can also combine both: use a custom template as the base and let the AI refine the copy per client.
- Dynamic variables: {{client_name}}, {{last_service}}, {{days_since_visit}}, {{rebooking_link}}
- Create up to 10 templates (Pro) or unlimited templates (Enterprise)
- Set templates per service category or client segment
- A/B test two templates to see which drives more rebookings
Understanding delivery and opt-outs
MsgHealth uses carrier-grade SMS delivery with real-time delivery receipts. You can see the exact delivery status of every message in the SMS Inbox tab of your dashboard. Common delivery failure reasons include invalid phone numbers, landline numbers, or carrier filtering.
Clients can opt out at any time by replying STOP to any message. Opt-outs are processed immediately and the client is marked as opted out in your dashboard. It is illegal to send further marketing SMS to opted-out clients, and MsgHealth enforces this automatically. Clients can re-opt-in by texting START.
- Real-time delivery receipts for every sent message
- Opt-outs processed instantly — never send to opted-out clients
- Landline and invalid number detection before sending
- Delivery failure alerts so you can update bad contact info
SMS compliance (TCPA)
In the United States, sending marketing SMS messages to clients without their prior express written consent is regulated under the Telephone Consumer Protection Act (TCPA). MsgHealth provides built-in consent tracking and compliance tools to help you stay protected.
Best practice is to collect SMS consent at the point of booking or intake — a simple checkbox or signature on your intake form works. MsgHealth lets you mark each client's consent status in their profile. We recommend consulting a lawyer for your specific situation, as compliance requirements vary by state and business type.
- Track SMS consent status per client in their profile
- Opt-out processing is automatic and instant
- Never send to clients marked as opted out or uncontactable
- MsgHealth does not send spam — one message per trigger event
Chat widget, AI replies & AI content
Beyond SMS, MsgHealth includes an embeddable chat widget for your website — visitors can message your business directly, and those conversations land in the same inbox as your SMS threads.
The AI Responder can draft suggested replies to inbound texts for your team to review and send, or send fully automated responses to common questions like hours, pricing, or rescheduling. The Content AI tool can also generate SMS campaigns, email subject lines, and social posts from a short prompt whenever you need fresh copy.
- Chat widget messages share the same inbox as SMS conversations
- AI Responder can draft or fully automate replies to common questions
- Content AI generates SMS, email, and social copy from a short prompt
- Every AI-drafted message can be reviewed and edited before it sends
Start recovering at-risk clients today
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Try SMS retention freeSMS questions
Can I send an SMS to a client manually?
Yes. Open any client's profile, click 'Send Message', choose or write your message, and send. Manual messages are also tracked in the SMS Inbox.
How many SMS messages does MsgHealth send per client?
By default, MsgHealth sends one retention message per trigger event (a health score drop). You can configure a follow-up message if there's no response after 7 days. We never send more than 2 messages per trigger event to avoid overwhelming clients.
Are SMS messages charged separately?
SMS usage is included in your plan up to a monthly limit. Starter includes 100 SMS/month, Pro includes 500 SMS/month, and Enterprise includes 2,000 SMS/month. Additional SMS can be purchased in blocks.
Can clients reply to the SMS?
Yes. Replies arrive in your SMS Inbox in the MsgHealth dashboard. You can respond directly from the dashboard. Replies are two-way — it functions like a simple text thread.
What happens if a client's number is a landline?
MsgHealth validates phone numbers before sending. If a number is detected as a landline or invalid, the message is not sent and you're alerted to update the client's contact information.
Can I add a chat widget to my website?
Yes — the Chat Widget panel gives you an embeddable snippet for your website that lets visitors message your business directly. Messages land in the same inbox as your SMS conversations.
Can AI draft or send replies to client texts automatically?
Yes — the AI Responder can draft suggested replies to inbound SMS for you to review and send, or (if enabled) send fully automated responses to common questions like hours, pricing, or rescheduling requests.
Can AI write my marketing content?
Yes — the Content AI panel generates SMS campaigns, email subject lines, and social media posts based on a short prompt, which you can edit before sending or scheduling.
Still having trouble?
Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.