SMS Consent & Opt-In Flow

Method 1: Signed service agreement

1. The business presents a written service agreement to the customer before work begins.
2. The service agreement contains a dedicated SMS Communications Consent clause (see exact language below).
3. The customer signs the service agreement, which constitutes express written consent to receive SMS messages.
4. The signed agreement is retained by the business and produced on request for carrier or regulatory audit.

Sample SMS Consent Clause (in service agreement)

“By providing your phone number, you consent to receive SMS messages from [Business Name] and its service providers, including appointment confirmations, reminders, service updates, and a post-service review request. Message frequency varies (typically 1-4 messages per service interaction). Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not required for purchase.”

View a sample service agreement template containing this SMS consent clause: Download Service Agreement Template (PDF)

Method 2: Online form or appointment scheduler

1. The customer visits the business's website and completes a contact, quote, or appointment scheduling form that requests a phone number.
2. The form includes a clearly labeled, unchecked SMS consent checkbox immediately adjacent to the phone number field. The checkbox is never pre-checked.
3. The customer must actively check the box to opt in. The associated phone number is only added to the SMS platform if the box is checked at submit time.
4. On submission, the platform records the consent text shown to the customer, the IP address, the user agent, and a server-side timestamp.
5. The consent record is retained and produced on request for carrier or regulatory audit.

Sample Checkbox Language (on web form)

“☐ Yes, I agree to receive SMS messages from [Business Name] and its service providers, including appointment confirmations, reminders, service updates, and a post-service review request. Message frequency typically ranges from 1 to 4 messages per service interaction. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not required for purchase.”

Method 3: Business owner platform onboarding

1. A business owner signs up for the GX Web Studio platform via the signup form at https://gxwebstudio.com/get-started.
2. The signup form includes a clearly visible, unchecked SMS consent checkbox immediately adjacent to the phone number field. The checkbox is never pre-checked.
3. The owner must affirmatively check the box to opt in. The phone number is only added to the platform's operational SMS list if the box is checked at submit time.
4. On submission, the platform records the consent text shown to the owner, the IP address, the user agent, and a server-side timestamp.
5. The consent record is retained and produced on request for carrier or regulatory audit.
6. Operational SMS messages from the platform to the owner include workflow triggers, lead notifications, schedule queries, content approvals, and account updates.

Sample Owner Checkbox Language

“I agree to receive SMS messages from GX Web Studio for operational use, including workflow triggers, content approvals, lead notifications, schedule queries, and account updates. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. See GX Web Studio's Privacy Policy.”

Common platform safeguards (all methods)

• Mandatory confirmation checkbox. Before any customer phone number is added to the GX Web Studio platform, the business must check a mandatory confirmation indicating which of the three methods above was used to obtain consent. Phone numbers cannot be added without this confirmation.
• Onboarding attestation. During onboarding, each business client signs a platform attestation confirming that they will only submit phone numbers of customers who provided consent via one of the documented methods.
• Platform-wide opt-out propagation. When a customer opts out by replying STOP, the opt-out is processed immediately and propagated across the entire GX Web Studio platform. The number will not receive messages from any business using our platform, regardless of which client originally added it.