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
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
Frequently Asked Questions
How do I schedule an email or SMS for a later time?
Can I send messages from different phone numbers?
Can I schedule multiple messages for the same contact?
How do I cancel a scheduled message?
Continue Learning
Continue learning how scheduled communication, reusable messages, attachments, SMS tools, and the broader Conversations workspace work together.
