Help Center/SMS & Messaging
SMS & Messaging

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

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

Start recovering at-risk clients today

Set up automated SMS in minutes. 14-day free trial, no card needed.

Try SMS retention free

SMS 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.