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How to Schedule Email and SMS in Conversations
Schedule messages with the exact date, time, and time zone you want—then view, manage, or cancel scheduled sends right from the conversation thread.
Following Up at the Right Time Without Being There Live
You may want to follow up with contacts at the right time, but you can’t always be available when messages need to be sent.
Scheduling allows you to plan emails and SMS messages in advance so they go out exactly when you want.
Without scheduling, follow-ups can be delayed, missed, or sent at the wrong time.
This guide will show you how to schedule messages so your communication stays consistent and well-timed.
Once you understand how scheduling works, follow the steps below to set timing, manage scheduled messages, and control delivery inside your BizStackPro conversations.
What Scheduling Lets You Do
You can schedule both Email and SMS directly from the Conversations tab—perfect for follow-ups, reminders, and time-zone friendly outreach.
- Pick a specific date, time, and time zone
- See scheduled messages right inside the conversation thread
- Cancel a scheduled send if your plans change
Follow along: Open Conversations → select a contact → click the schedule (clock/calendar) icon near the Send button.
Step-by-Step: Schedule a Message
- Open Conversations: Go to the Conversations tab in BizStackPro.
- Choose the contact: Open the conversation thread you want to message.
- Select message type: Choose Email or SMS in the composer.
- Click the schedule icon: Use the clock/calendar icon next to the Send button.
- Set date, time, and time zone: Pick your delivery time carefully.
- Confirm schedule: Click Schedule to save the scheduled send.
Pro tip: If you message customers in different regions, always double-check the time zone so you don’t send at 3 AM.
View, Manage, and Cancel Scheduled Messages
- Scheduled messages appear in the thread so you can see what’s planned.
- Replies stay organized under the scheduled message for a cleaner timeline.
- To cancel: Open the scheduled message → click the 3-dot menu → Details → Cancel (or Cancel Schedule).
Tip: If you’re building a sequence, schedule multiple messages and review them in-thread to make sure timing and wording flow naturally.
Send from Specific Phone Numbers (SMS)
- Choose a “From” number: While scheduling SMS, select the sending number from the dropdown.
- Helpful labels: Numbers may show labels like default, last used, or assigned to.
- Multiple contact numbers: If the contact has more than one number, you can choose the correct “To” number too.
Best practice: Using a familiar or local number often improves response rates and trust.
User Role Permissions
- Admins: Can access all numbers available in the system.
- Standard users: Typically can access default, assigned, unassigned, and last-used numbers (depending on your account settings).
Want follow-ups to run like clockwork?
Scheduling inside Conversations helps you stay consistent without feeling “salesy”—and it keeps every message tied to the contact record.
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Frequently Asked Questions
How do I schedule an email or SMS for a later time?
Use the schedule (clock/calendar) icon in the composer, then select your date, time, and time zone before confirming.
Can I send messages from different phone numbers?
Yes. When scheduling SMS, choose your sending number from the “From” dropdown.
Can I schedule multiple messages for the same contact?
Yes. Each scheduled message appears in the conversation thread so you can manage a sequence.
How do I cancel a scheduled message?
Open the scheduled message, click the 3-dot menu, go to Details, then cancel the scheduled send.
Schedule Messages Without Losing the Human Touch
Use Scheduling to follow up at the right time, in the right time zone, from the right number—so conversations stay smooth and professional.
Better timing. Better replies.
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