Welcome to Txtly
Thanks for joining Txtly! We’ll walk you through the whole app — start to finish — using a sample client, Jane Smith, so you know exactly what to expect before you add your own clients.
Follow along in order below — each step builds on the last. Grab a coffee ☕
Log In & Create Your Account
First things first — open Txtly and create your account. This is where it all kicks off.
Set Up Your Business & Services
Before you book anything, pop into Settings and add your business details plus the services you offer. This is also where you’ll keep an eye on your subscription status.
Left: business settings + services & pricing. Right: your active subscription plan.
Add a Client
Adding a client is quick — just a name and phone number, no email required. For this walkthrough we’re using a sample client: Jane Smith, (816) 555-0100.
Book an Appointment
Pick a service, choose a date and time, and give the booking summary a once-over before it goes out to your client.
Client Gets a Text
The second you send the offer, your client gets a text with all the details. They just reply YES to confirm or NO to decline — no app download needed on their end.
Calendar Sync
Once confirmed, the appointment lands on your calendar automatically. No copy-pasting, no manual entry.
Voicemail Transcription
Client calls and leaves a voicemail? Txtly transcribes it automatically and texts you the full transcript — so you never have to dial in just to check messages.
Mileage Tracker
Log your trips to and from appointments and Txtly does the math on drive distance. Come tax time, export an IRS-ready mileage report as a CSV.
Receipt Capture
Snap a photo of any business receipt and Txtly’s built-in AI reads the vendor, amount, and date for you — no manual entry. Everything’s organized and ready for your quarterly expense report.
That’s the whole loop! 🎉
You’ve now seen the full Txtly experience — booking, confirmation, calendar sync, plus the mileage and receipt tools that keep you organized at tax time. You’re all set to take it for a real spin with your own clients.