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How to Schedule Email and SMS in Conversations – BizStackPro Help

BizStackPro Conversations Help Guide

How to Schedule Email and SMS in Conversations

Schedule Email and SMS messages for the date, time, and time zone you choose, then review, manage, or cancel those scheduled messages directly from the conversation thread.

Quick Answer

How do you schedule an Email or SMS message?

Open Conversations, select the contact, choose Email or SMS, click the schedule icon near the Send button, then choose the date, time, and time zone. Confirm the schedule and the message will appear in the conversation thread until it is sent or canceled.

How Message Scheduling Works

You may know when a contact should receive a follow-up even when you will not be available to send it manually at that exact time.

Scheduling lets you prepare Email and SMS messages in advance and choose when they should be delivered.

This can help with follow-ups, reminders, time-zone-aware communication, and planned message sequences.

Scheduled messages stay visible in the conversation thread so you can review what is planned and cancel a send if the situation changes.

Scheduled messages stay connected to the conversation

The source guide notes that scheduled sends appear directly in the contact's conversation thread, helping you keep planned communication and replies in the same timeline.

Message Scheduling at a Glance

Location Conversations
Message Types Email and SMS
Timing Date / Time / Time Zone
SMS Sender Selectable From Number
Scheduled Messages Visible in Thread
Cancellation 3-Dot Menu → Details

Before You Begin

Review the recipient, message channel, timing, and sending number before scheduling the message.

  • Open the correct contact conversation.
  • Choose whether the message should be Email or SMS.
  • Confirm the date and time you want the message delivered.
  • Check the time zone carefully.
  • For SMS, choose the correct From number.
  • If the contact has multiple phone numbers, select the correct To number.
  • Review existing scheduled messages before adding another message to the sequence.

Step-by-Step: Schedule an Email or SMS Message

Create the message, choose its delivery time, and confirm the scheduled send.

Open Conversations

Go to the Conversations area in BizStackPro.

Select the Contact

Open the conversation thread for the contact you want to message.

Choose Email or SMS

Select Email or SMS in the message composer.

Write the Message

Prepare the message you want sent at the scheduled time.

Click the Schedule Icon

Use the clock or calendar schedule control near the Send button.

Choose the Date

Select the date when the message should be delivered.

Choose the Time

Set the desired delivery time.

Confirm the Time Zone

Verify the time zone so the message reaches the contact at the intended local time.

Confirm the Schedule

Click Schedule to save the scheduled send.

Always double-check the time zone

The source guide specifically recommends reviewing the time zone when communicating with contacts in different regions so a message is not delivered at an inappropriate local hour.

View, Manage, and Cancel Scheduled Messages

Scheduled messages remain visible inside the contact's conversation thread.

Review Scheduled Messages in the Thread

Use the conversation timeline to see the messages currently planned for that contact.

Schedule Multiple Messages

The source guide states that you can schedule multiple messages for the same contact.

Each scheduled message appears in the thread so you can review the timing and wording of the sequence.

Open the Scheduled Message

Select the scheduled message you want to review or cancel.

Open the 3-Dot Menu

Click the 3-dot menu associated with the scheduled message.

Open Details

Select Details.

Cancel the Scheduled Send

Choose Cancel or Cancel Schedule to prevent the message from being sent.

Review a sequence as a complete conversation

When several messages are scheduled for the same contact, the source guide recommends reviewing them together to make sure the timing and wording flow naturally.

Choose the Correct SMS Sending and Recipient Numbers

Choose the From Number

When scheduling SMS, select the phone number you want to send from using the available dropdown.

Review Number Labels

The source guide notes that phone numbers may include labels such as default, last used, or assigned to.

Choose the To Number

If the contact has multiple phone numbers, select the correct recipient number before scheduling the message.

User Role Permissions

Admin Access

The source guide states that admins can access all phone numbers available in the system.

Standard User Access

Standard users typically have access to default, assigned, unassigned, and last-used numbers, depending on account settings and permissions.

Message Scheduling Best Practices

Check the Time Zone
Reason: The correct delivery time depends on the contact's local time, not only the time displayed on your own clock.
Review Existing Scheduled Messages
Reason: Seeing the full sequence can help prevent duplicate, conflicting, or poorly timed follow-ups.
Use the Correct SMS Number
Reason: Selecting the intended From and To numbers helps keep the conversation connected to the correct contact and sender identity.
Cancel Messages That No Longer Make Sense
Reason: A contact may reply or the situation may change before a scheduled message is sent.

Frequently Asked Questions

How do I schedule an email or SMS for a later time?
Open Conversations, choose Email or SMS, then use the schedule control to select the date, time, and time zone before confirming.
Can I send messages from different phone numbers?
Yes. When scheduling SMS, choose the sending number from the available From-number dropdown.
Can I schedule multiple messages for the same contact?
Yes. Each scheduled message appears in the contact's conversation thread so you can review and manage the sequence.
How do I cancel a scheduled message?
Open the scheduled message, click the 3-dot menu, open Details, then choose Cancel or Cancel Schedule.

Continue Learning

Continue learning how scheduled communication, reusable messages, attachments, SMS tools, and the broader Conversations workspace work together.

Recommended Next Step

Review the main Conversations workspace.

Once you understand how to schedule Email and SMS messages, continue with the Conversations Overview guide to see how scheduling fits alongside contact information, inbox filters, snippets, attachments, and other communication tools.

Plan Follow-Up Without Losing the Conversation Context

BizStackPro brings Email, SMS, conversations, contact information, scheduling, reusable messages, and follow-up tools together so you can prepare communication in advance while keeping it connected to the contact record.

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