SMS Opt-In Compliance for Your Website Forms

To keep your ALOHA® texting features running smoothly, your website forms need specific permission language. This guide explains exactly what text and checkboxes you need to add to stay compliant and get your texting registration approved.

✨ When You Need This Guide

This guide is helpful if you are creating new forms or updating existing ones and need to:

Make sure your practice is following texting rules and regulations.
Get your texting registration approved so you can send messages.
Understand why you need a checkbox on your "Contact Us" or scheduler forms.
Find the exact wording required for your forms.

What This Covers (And What It Doesn't)

✅ It covers the specific text and checkbox requirements for forms that require a phone number.

❌ It does not cover how to code these changes (this depends on your specific website builder).

You'll Need:

Access to your website editor.
The URL link to your practice's Privacy Policy.
The URL link to your practice's Terms and Conditions.

✅ How to Make Your Forms Compliant

If your website forms (like online schedulers, sign-up forms, or "Contact Us" pages) require a patient to enter a phone number, you must get their clear permission to text them. Follow these steps to set it up correctly.

Step 1: Add an Unchecked Checkbox You must place a checkbox right next to or immediately below the field where the patient enters their phone number.
- Label it clearly: Use a phrase like "Opt-in to Text Messages".
- Keep it unchecked: The box must not be checked automatically. The patient must physically click it themselves to agree.
Step 2: Add the Compliance Language Directly next to or under that checkbox, paste the following text (fill in the bracketed info).
- By providing a telephone number and checking "Opt-in to Text Messages", I consent to be contacted by SMS text messages regarding customer care, account notifications, and delivery notifications. Reply STOP to opt-out of further messaging. Reply HELP for more information. Message frequency may vary. Message and data rates may apply. I agree with the Privacy Policy (LINK TO YOUR PRIVACY POLICY) and Terms and Conditions(LINK TO YOUR TERMS URL) of [YOUR OFFICE NAME].
Step 3: Verify Phone Number Requirements Check if the phone number field is "Required" or "Optional."
- Required Field: If the patient must enter a number to submit the form, you must include the checkbox and language above.
- Optional Field: If the patient can submit the form without the phone number field, you do not need this specific opt-in language for that form, though it is still good practice.

Example of Compliant Opt-In Language

💡 Common Questions

What You Might Notice	Why It's Happening	What to Do
My texting registration was denied.	Your website forms likely requested a phone number without the proper opt-in language.	Add the unchecked checkbox and the required legal text to any forms on your site that require a phone number. Then, notify ALOHA.
The checkbox is already checked when the page loads.	This is not compliant. This is called "implied consent," but regulations require "express consent."	Edit your form settings to ensure the checkbox is unchecked by default.
I don't have a Privacy Policy link.	A compliant Privacy Policy is required by The Campaign Registry to approve your office number for texting.	Create a standard Privacy Policy page on your site and link to it in the opt-in text and Terms and Conditions.

🎉 You'll Know It's Right When:

You see an empty checkbox next to the phone field on your live website.
The legal text clearly links to your Privacy Policy and Terms and Conditions.
Your texting registration application is approved by the carriers.

💬 Need Help? We're Here!

If you have questions about where to put this text or how to update your ALOHA registration, our support team is ready to help.