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Set up two-way SMS

Support clients using conversational messaging and receive SMS replies from your workspace.

Updated over 3 weeks ago

The Conversations icon in the top right of your dashboard is your place to manage SMS conversations with your clients. To enable two-way SMS and communicate back and forth with your clients, you will need to set up two-way SMS.

Tip: For a conversation to appear, a client will need to have replied to the SMS.


Before you begin

Two-way SMS is not currently available for New Zealand workspaces.

πŸ‘‘ Pricing: Two-way SMS is an add-on feature.

For pricing, view https://splose.com/pricing

πŸ“ Once activated, please avoid prompting clients to reply with Cancel in your SMS appointment templates, as this will unsubscribe them from receiving SMS communications in the future.

If a client replies Cancel, please advise them to reply Start to re-subscribe to SMS communications.


How to set up two-way SMS (Video)


How-to

Set up two-way SMS

  1. Go to Workspace Settings

  2. Under Workspace, select SMS settings, then scroll to Two-way SMS.

  3. Click Activate two-way SMS.

  4. Read the Two-way SMS terms by clicking the hyperlink. If you accept the terms, click Next.

  5. A list of available numbers from our service provider will be available. You can refresh the list to see more numbers. Click confirm once you have found a number you are happy with, however, there are no guarantees you will be able to find the number again if you refresh the page. This is a number assigned to your business, and all messages sent from your business will come from this number.

    πŸ“ Note: You can't bring your own mobile number - it must be from the list.
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  6. Once you've found a number, click Select and then Confirm.

  7. Once confirmed, your new number will be displayed under the Two-way SMS section.

Send and receive messages

You can message clients in a variety of ways:

  • From the conversations panel in the top menu

  • From the calendar by clicking the client's mobile number

  • From the client page by clicking New SMS

  • From the communications page

All inbound and outbound messages are retained on the communications page, to help you stay compliant.

Disable two-way SMS

  1. Go to Workspace Settings.

  2. Under Workspace, select SMS settings, then scroll to Two-way SMS.

  3. Select Disable two-way SMS.

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