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Set up two-way SMS

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

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.

Screenshot of the splose dashboard showing the Conversations icon in the top right navigation bar

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.

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

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

📝 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.

    Screenshot of the SMS Settings page showing the Two-way SMS section with the Activate two-way SMS button
  4. Read the Two-way SMS terms by clicking the hyperlink. If you accept the terms, click Next.

    Screenshot of the Two-way SMS terms and conditions screen with a Next button
  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.

    📝 Note: You can't bring your own mobile number - it must be from the list.

    Screenshot of the phone number selection screen showing a list of available two-way SMS numbers to choose from
  6. Once you've found a number, click Select and then Confirm.

    Screenshot of the number confirmation screen showing the Select and Confirm buttons
  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.

Screenshot of the SMS Settings page showing the Two-way SMS section with the Disable two-way SMS option
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