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US carriers require every business that texts from a local number to register first. Until you’re registered, sending texts is turned off, and the message box says why. Incoming texts still arrive, and calling isn’t affected. Owners and Admins handle registration in Settings → Compliance. You need at least one local number first; registration attaches to your local numbers, and any you add later join it automatically.

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What you’ll need

  • Your legal business name and address, exactly as they appear on your IRS paperwork
  • Your EIN (not needed for sole proprietors)
  • Your business website, plus dedicated privacy policy and terms pages on that site (sole proprietors can skip the website, but still need privacy policy and terms pages)
  • A contact at the business with an email on your business domain; free addresses like gmail.com aren’t accepted
  • A short description of what you text, and 2 or 3 example messages of at least 20 characters each
  • A public web page where people opt in to your texts

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Register

1

Start

In Settings → Compliance, click Register now. Some fields are filled in from your workspace already.
2

Your business and Texting

Fill in both steps. If you’ve published a Vocal form, its link is filled in as your opt-in page.
3

Review & pay

This step lists every fee and the total due today. Click Continue to payment. Only the workspace Owner can pay. If an Admin submits, the Owner finishes from the Compliance page, where the button shows the amount (for example, Pay $26.27 and submit).
We submit your registration as soon as payment goes through.

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Fees

After the first three months, the monthly fee is billed to your account balance. Two other charges can come up. If carriers reject a campaign that has already been reviewed, contact support. Resubmitting costs another review ($15.45) from your account balance, plus a new 3-month term if the campaign has to be recreated; fixing a rejected business-details check before that point is free. If support arranges enhanced business verification for you, that’s $42.75. Some older workspaces see a different flow on their Compliance page, with a single one-time fee and a review by our team before anything is filed. If that’s what yours shows, follow it.

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How long it takes

Approval usually takes less than a week. The Compliance page shows where you are: Registration submitted and then Texting is on. In between you may see Checking your business details while your details are matched against public records; new businesses can take a few weeks to show up there. Owners and Admins get an in-app notice and an email when you’re approved or if something needs fixing. Only text people who gave you their number and agreed to hear from you. Registration asks for your opt-in page, and the consent wording on it has to mention texts, message frequency, message and data rates, STOP, and HELP. Your registration also sets up automatic keyword replies. STOP, UNSUBSCRIBE, CANCEL, END, or QUIT unsubscribes the sender; START opts them back in; HELP or INFO gets a reply with the contact email and phone number from your registration. Vocal records STOP replies, and CRM marks those leads Opted out and won’t text them. Don’t text anyone who has replied STOP.
Calls getting labeled “Scam Likely”? The Clear Scam Likely labeling card on the same page links to the Free Caller Registry, which you fill in yourself.