In-Contact Commands
Just like In-Event Commands change messaging for a single appointment, you can put a command in a contact’s Notes to change messaging for that person everywhere. Apptoto applies the command to that contact in every appointment they are matched to, so it is the right tool for “this client never wants a text” rather than “skip this one appointment”.
Where to put the command
Section titled “Where to put the command”Open the contact from the Contacts tab and type the command anywhere in the Notes field. The rest of your note can stay as it is — Apptoto only looks for the command inside the text.
If your contacts sync from Google, Outlook, or a CRM, you can also add the command to the contact’s notes or description field there, and it will come across with the next sync.
Commands
Section titled “Commands”| Command | Effect |
|---|---|
#nosms or #notext | Never send SMS messages to this contact |
#nocall or #novoice | Never send voice call messages to this contact |
#noemail | Never send email messages to this contact |
#sms or #text | Send all SMS messages to this contact (even if they are disabled) |
#call or #voice | Send all voice call messages to this contact (even if they are disabled) |
#email | Send all email messages to this contact (even if they are disabled) |
#skip | Never send any messages to this contact |
#auto or #apptoto | Send messages for this contact’s appointments even when the Auto Messages master switch (at the top of every Apptoto page) is off |
How commands and the Preferences dropdowns fit together
Section titled “How commands and the Preferences dropdowns fit together”The message commands do the same thing as the Preferences dropdowns on the contact — #nosms is the same as setting SMS to Opt-out, and #sms is the same as Enable ALL SMS Messages. See Contact Preferences (Opting in and out) for what each dropdown option means.
A command in the Notes always wins over the dropdown, so if you later want to change a contact’s preference, remove the command from the Notes first. Otherwise the dropdown will appear to change but the note will keep overriding it.
Stopping every message vs. never matching the contact
Section titled “Stopping every message vs. never matching the contact”#skip stops all messages to that contact — SMS, voice calls, and email — while still letting Apptoto match them to appointments. That is usually what you want: the contact stays attached to their appointment so you can see who it is, and nothing goes out to them.
Not matching at all is a different thing, and it lives on the contact itself: turn the Auto Match switch off at the top of the contact. Apptoto then ignores the contact when it looks at appointments. Keep in mind that the person may still be picked up from the appointment’s own text, so turning matching off is not a reliable way to stop messages — use #skip for that.
When a contact command and an appointment command disagree
Section titled “When a contact command and an appointment command disagree”Commands that turn messages off always win. If a contact has #sms in their Notes but the appointment title has #nosms, no SMS goes out for that appointment. The same holds the other way around: #nosms on the contact wins over #sms on the appointment.