To integrate a Twilio account with NeetoCal, you need to create an account at https://www.twilio.com/try-twilio.
Once you create an account, follow the below steps (Go to step 7 if you have a project in Twilio ready to use).
Visit https://www.twilio.com/console/projects/create and create a new project.
You will be asked to provide your phone number for a 2FA verification.
Once the verification is complete, you will be greeted by a welcome page.
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Fill out the form (example in the picture below) and click the Get Started with Twilio button.
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You will be directed to the console page. Select Get phone number from the given page. This is a virtual number used for sending and receiving SMS messages.
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Scroll down to the bottom of the page. There, you will see the Account SID and Auth Token. These values will be required to integrate your Twilio account in NeetoCal.
Now, in a new tab, open NeetoCal, and log in. Then, follow the given steps.
Go to Admin Panel > Other Integrations and click on the Twilio Integration.
Fill out the form with your Twilio SID and Auth token. Then, go back to the tab where you have the Twilio console opened, and copy and paste the values one by one.
Click on the Verify button to verify the values.
Once the values are verified, a select box will appear with the list of phone numbers that are configured in your Twilio account.
Select the phone number you want to use to send the SMS.
Now, you have successfully integrated Twilio with NeetoCal.
Setting up SMS reminders for bookings
To set reminders for the meeting host:
Go to Admin Panel> Meetings.
Select the Meeting reminder card.
Set meeting reminder rules according to your needs.
To receive SMS reminders, set the reminder target as Email and SMS or SMS. If you set it to Email and SMS, you will receive both Email and SMS reminders.
Set the phone number to receive SMS reminders by selecting the SMS tab, then click on "You can change your phone number here.".
To set reminders for the client:
Select a meeting link for which you want to set SMS reminders for the client.
Go to Settings -> Reminders.
Set meeting reminder rules according to your needs.
To receive SMS reminders, set the reminder target as Email and SMS or SMS. If you set it to Email and SMS, you will receive both Email and SMS reminders.
To send an SMS reminder to the client, we need to know their phone number. For that, you should add a phone number question to your meeting form.
This can be set up in Questions. You can either select the You can add phone number fields to your questions here. link from the SMS tab or directly go to Configure -> Questions.
Click on Add new question and select phone from the drop-down list. Type in your question in the Question field and click save.
Once you have set a phone number question, go back to the Reminders page (Configure > Reminders).
Select the SMS tab, select the phone number question from the select dropdown, and save changes.
Now, once the user books a meeting and fills out the form with their phone number, they will receive SMS reminders.
FAQ
Are the SMS reminders not being delivered?
Please cross-check the error code with the codes listed on this page.
If the error is "Verification required to continue using the Toll-free number", you can follow the instructions from the dashboard to verify the toll-free number: https://console.twilio.com/us1/develop/sms/overview
Here is Twilio’s help doc for it: https://help.twilio.com/articles/5377174717595-Toll-Free-Message-Verification-for-US-Canada