SMS Consent & Opt-In Evidence

Complete documentation of BizCalify's TCPA-compliant SMS consent workflow

This page demonstrates our comprehensive consent collection and management system for 10DLC SMS campaigns, ensuring full compliance with TCPA, CTIA, and carrier requirements.

Consent Collection Overview

BizCalify operates as a B2B platform where our customers (service organizations) are required to obtain explicit written consent from their clients before any SMS communication. Our multi-layered approach ensures compliance at every step:

Explicit Written Consent
All recipients must provide written consent through contracts, forms, or documented verbal agreements
Consent Attestation
Organizations must attest they have proper consent before adding any phone number
Audit Trail
Complete documentation of consent method, date, and source for 4+ years
User Control
Recipients can opt-out anytime via STOP keyword or preference settings

Complete Consent Workflow

Initial Client Consent Collection

How organizations obtain consent from their clients

Sample Contract Consent Clause

SMS Consent: I authorize [Service Provider Name] and their technology partner BizCalify to send me text messages regarding my service appointments, invoices, reminders, and service updates to the phone number provided. Message frequency varies (up to 10 msgs/month). Message and data rates may apply. Reply STOP to opt-out or HELP for assistance. I understand this consent is not required to receive services.

I agree to receive SMS notifications

✓ Clear disclosure of sender, message types, frequency, and opt-out methods

Consent Registration in BizCalify

Recording and verifying consent in the platform

BizCalify Client Addition Interface

Add New Client - SMS Consent Section

SMS notifications allow clients to receive appointment reminders, service updates, and invoices via text message. You must have explicit written consent before enabling SMS for any contact.

I confirm that I have obtained explicit consent for SMS notifications

Required for TCPA compliance. The client must have explicitly agreed to receive SMS messages.

*Consent Method

*Consent Date

*Source/Reference

This consent information will be stored for TCPA compliance. The client can opt-out at any time by replying STOP to any SMS or updating their preferences.

✓ Mandatory attestation checkbox with detailed consent documentation

User Preferences Management

How users control their SMS preferences

User Dashboard - Notification Preferences

Client's Notification Settings

Email Notifications

Always Active

(Required)

SMS Notifications

Enabled

Receiving: Invoices, Contracts, 2FA, Appointments

SMS Notice: By enabling SMS notifications, you consent to receive text messages from BizCalify for invoices, contracts, 2FA codes, appointments, and account updates. Message frequency: up to 10 messages per month based on account activity. To opt-out, reply STOP to any message or disable SMS notifications in your preferences. For help, reply HELP or contact [email protected]. Message and data rates may apply. This consent is not required for service use.

✓ User has full control to enable/disable SMS preferences with clear opt-out instructions

SMS Communication Flow

Actual messaging with opt-out options

Welcome Message Example

BizCalify for ABC Services: You're confirmed to receive service alerts (appointments, ETAs, invoices). Up to 10 msgs/mo. Msg&data rates may apply. Reply STOP to cancel, HELP for info.

STOP Response

User: STOP

BizCalify: You've been unsubscribed from BizCalify alerts. No more messages will be sent. To reactivate, contact your service provider.

HELP Response

User: HELP

BizCalify: Get help at bizcalify.com/contact or email [email protected]. Msg&data rates may apply. Reply STOP to unsubscribe.

TCPA & CTIA Compliance Summary

What We Collect

• Explicit written consent before any SMS
• Consent method and timestamp
• Source documentation reference
• Attestation from organization admin
• Opt-out preferences and history

Message Types

• Service appointment reminders
• Real-time ETAs and updates
• Invoice and payment notifications
• Two-factor authentication codes
• Service completion confirmations

Frequency: Up to 10 msgs/month

Sample Embedded Links

Our SMS messages may contain shortened links for quick access to invoices and payments:

Example payment link: https://bizcalify.com/pay/98765

Example invoice link: https://bizcalify.com/invoice/INV-2024-001

Additional Compliance Information

BizCalify maintains strict compliance with all telecommunications regulations including the Telephone Consumer Protection Act (TCPA), CTIA guidelines, and carrier requirements. Our platform provides technical tools to support compliance, but the legal responsibility for obtaining initial consent rests with our customer organizations.

All consent records are maintained for a minimum of 4 years and are available for audit upon request. Organizations that cannot demonstrate proper consent may have their SMS capabilities suspended or terminated. BizCalify reserves the right to request consent documentation at any time and will cooperate with regulatory authorities as required by law.

Last Updated: September 2025 | This documentation is maintained for 10DLC campaign registration and TCPA compliance verification.

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