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SMS notifications

Get important updates to the people waiting on them.

Caboodle sets up transactional text notifications around specific business events, such as an appointment update or a staff alert. We define who should receive each message, what triggers it, and how exceptions are handled.
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See what's included
SMS notifications scope
  • Notification inventory
  • Consent requirements
  • Provider setup
  • Event integration
  • Message templates

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What's included

Connect the event to the right notification.

The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
  • Notification inventory. List the business events, recipients, urgency, and purpose of each proposed text.
  • Consent requirements. Document the permissions, preferences, and approval requirements appropriate to the messaging use case.
  • Provider setup. Configure the agreed sender and account settings, subject to provider registration and approval.
  • Event integration. Connect supported application or workflow events to the notification process.
  • Message templates. Write concise templates with the necessary context, variables, and next action.
  • Recipient rules. Set routing, suppression, timing, and duplicate-prevention behavior for the agreed scenarios.
  • Delivery handling. Define available status logging, failure alerts, retries, and alternative follow-up responsibilities.
  • Scenario testing. Test valid events, missing data, repeat triggers, opt-outs, and unsuccessful delivery cases.
How this works

Four steps from the first review to handoff.

Phase 1

Define the notification event

Choose a specific update and establish who needs it and why.
Phase 2

Build the connection

Configure the sender, event trigger, recipient logic, and approved template.
Phase 3

Test the exceptions

Check consent handling, duplicates, missing values, and the response to delivery failures.
Phase 4

Release and monitor

Activate the workflow and give the responsible team visibility into delivery and problems.
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Let's talk shop

Make the important update arrive with context.

Tell us which event needs a text notification and which system records it. We will map the delivery path.
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