In this article, you will learn how to confirm consent from your clients to send them text messages using Workiz Phone.

Text messaging is a powerful way to communicate with your clients, but it’s important to use it responsibly. Industry regulations and mobile carrier requirements require businesses to obtain the appropriate consent before sending certain types of text messages. These requirements help protect consumers from unwanted messages while ensuring businesses communicate with clients in a compliant and transparent way.

Confirming consent to send texts

Before sending your first text message to a new client, Workiz will ask you to confirm that you’ve already obtained the appropriate SMS consent. This confirmation appears when sending messages through:

• The Message Center
• Workiz Automations rules
• Genius Marketing campaigns

Workiz does not collect or manage SMS consent on your behalf. By checking the confirmation box and sending your message, you’re acknowledging that you’ve obtained the appropriate permission to communicate with the client via text and will maintain any required records of that consent.

Common ways to obtain SMS consent

Every business collects consent differently, but here are some common examples:

• Website forms: Include an optional checkbox on your contact form that allows clients to agree to receive text messages

• Phone calls: Ask for permission during the scheduling or intake process and document the client's response. 

  Using Genius Answering to handle calls? You can require your AI agent to always ask callers for consent to receive future texts from your business when they book the service over the phone.

  To learn more about setting up custom questions with Genius Answering, please see this article.

• Paper or digital agreements: Include SMS consent section in your estimates or invoices.