Twilio integration

To integrate a Twilio account with NeetoCal, you need to create an account on Twilio.

Once you create an account, follow the below steps (Go to step 7 if you have a project in Twilio ready to use).

1. Visit Twilio console and create a new project.

2. You will be asked to provide your phone number for a 2FA verification.

3. Once the verification is complete, you will be greeted by a welcome page.

4. Fill out the form (example in the picture below) and click the Get Started with Twilio button.

   

5. You will be directed to the console page.

6. Click on Messaging > Try it out > Send an SMS
   

   

7. You will be asked to get a US toll-free number.

   

8. Now click on Account Dashboard from the top left corner.

   

9. No you will see the Account SID and Auth Token. These values will be required to integrate your Twilio account in NeetoCal.

   

10. Open NeetoCal, and log in. Then, follow the given steps.

1. Go to Admin Panel.

2. Click on Other Integrations.

3. Click on the Twilio Integration.

4. 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.

5. Click on the Verify button to verify the values.

6. Once the values are verified, a select box will appear with the list of phone numbers that are configured in your Twilio account.

7. Select the phone number you want to use to send the SMS.

8. Now, you have successfully integrated Twilio with NeetoCal.

SMS reminder for the host

1. Go to Admin Panel.

2. Under Meetings section, click on Meeting reminder card.

3. 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.

SMS reminder for the client

1. Select a Scheduling link for which you want to set SMS reminders for the client.

2. Go to Settings then Reminders.

3. Set meeting reminder rules according to your needs.

4. 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.

5. 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.

6. 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.

7. Click on Add new question and select phone from the drop-down list. Type in your question in the Question field and click save.

8. Once you have set a phone number question, go back to the Reminders page (Configure > Reminders).

Troubleshooting

If SMS is not being sent then follow these steps.

1. Visit https://console.twilio.com.

2. Click on tab Monitor.

3. Click on Logs > Errors > Error logs

4. Click on Messaging just below Errors and it might have some additional information.

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. Here is Twilio’s help doc for it. Please note that it can take anywhere between 3 to 5 days to get the number verified.

If the error message mentiones "error code" then use this page to get more information about the error.