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.”

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 — Verbal consent via AI receptionist

When a customer calls the business and provides their phone number to schedule an appointment or request a callback, the business's AI receptionist (operated by GX Web Studio) reads a standardized verbal SMS consent disclosure. The customer must affirmatively agree before the number is added to the SMS platform.

1. The customer calls the business and is connected to the AI receptionist.
2. When the customer provides their phone number for an appointment or callback, the AI reads a standardized SMS consent disclosure (see sample below) before completing the booking.
3. The customer must affirmatively respond “yes” (or equivalent). Silence, ambiguous responses, or “no” do not constitute consent.
4. The full call is recorded and stored. A timestamped consent log links the phone number, the timestamp, the recording URL, and the transcript of the consent exchange.
5. Recordings and transcripts are retained and produced on request for carrier or regulatory audit.

Sample Verbal Consent Script (read by AI receptionist)

“Before we confirm your appointment, I need to let you know that [Business Name] will send you SMS text messages including appointment confirmations, reminders, and a follow-up after your service. Message frequency varies, and message and data rates may apply. You can reply STOP at any time to opt out. Do you consent to receive these text messages?”

Common platform safeguards (all three 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 three 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.