All Collections
Customers
Opting in Customer Phone Numbers
Opting in Customer Phone Numbers

Enable SMS for specific customers so text messages can be sent.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over a week ago
  • Click on "Customers".

  • Search for existing customers by name, address or phone number.

  • Click "Go" or press Enter to view search results.

  • Click on the target customer's Actions Menu (...).

  • Select "View Customer".

  • Click "Phone Number(s)".

  • Click on the Notepad icon to edit an existing phone number.

  • To create a new phone number, click on "Add Phone".

Please Note: Phone numbers must be assigned as a "Mobile" number in order to opt into SMS messaging.

  • Click "Yes" to opt in a mobile phone number.

  • Click "Save" when finished.

Did this answer your question?