Automated client retention SMS

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.

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.

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.

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.

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.