Activate Client Texting

How to Activate Client Texting.

NOTE: This can only be done by a firm administrator or a user with the User is Allowed to Access Sms Text Number Selection Wizard permission.

• Navigate to the  Icon in the top right corner of your account and select Account Settings.
• Scroll down to the Additional Features section and find the Client Texting integration. 

• Click Activate to activate the integration and select your firm's number. 
• A pop-up window will appear.
• Type in the desired area code.

• Click Next.
• Select the number you wish to make your permanent text number.
  • If none are available with your selected criteria, click Prev to go back and try again.

• Click Next.
• Click Confirm.
• NOTE: This number cannot be changed once it is confirmed.
• You have successfully set the firm's text number. This is the number your clients will see when the firm sends text messages.