Customize SMS invite message for Tasks portal teammates

Problem Statement:

  • The system-generated SMS sent when inviting cleaners to the Tasks portal mentions payment
  • This is misleading for users who don't pay cleaners through Hospitable (e.g., using external services like Tidy)
  • Cleaners receive confusing information about how/where they'll be paid

Current Workaround:

  • Users have no way to edit the invite SMS message
  • Must verbally clarify with cleaners that the payment mention doesn't apply to their setup

Impact:

  • Creates confusion for cleaners receiving the invite
  • Requires extra communication to clarify the payment process
  • Reduces clarity and professionalism of the onboarding experience

Proposed Solution:

  • Allow users to customize the SMS message template sent when inviting teammates to the Tasks portal
  • Remove or make optional the payment-related language

Unlock:

  • Users can send accurate, relevant invite messages that reflect their actual setup
  • Cleaner onboarding becomes clearer and more professional
  • Reduces confusion and follow-up questions

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Upvoters
Status

New

Board

πŸ’‘ Feature requests

Date

1 day ago

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