Texts your clients agreed to, links that expire, and a code before a signature
Appointment reminders and confirmations by text with STOP and HELP honored; short links; document links that expire and can be revoked; and a six-digit code before a proposal is signed.
Text messages. Appointment reminders and booking confirmations can go by text, and the review-and-referral follow-up can too. Two kinds of consent are recorded per client — service messages, and marketing — with where each came from and when. STOP, UNSUBSCRIBE and the rest are honored at once across every record with that number; HELP is answered; texts are held during quiet hours in the business’s time zone rather than dropped. Texting is a Professional feature and can be switched off for the business or per message type.
Links. A proposal’s or an invoice’s link is shortened, and now expires, and the office can revoke one and issue another, so a forwarded email or a sold phone does not sign contracts forever.
Signatures. Before a client signs a proposal, a six-digit code goes to the email or phone already on their record, and the signature records which channel proved it and when.
Later: on October 5 each business began texting from its own number, so a STOP stops that business’s texts only, and HELP is answered by the carrier. Marketing texts are paused, so the review-and-referral follow-up goes by email. Whether a business texts at all is the owner’s switch on Texting, and which messages go by text each tool’s own choice on its page. And from October 30 a change order’s and a service agreement’s links, and the automatic reminders and follow-ups, are shortened too.