Setting Up SMS: Business Verification (A2P)

Before your practice can send text messages, U.S. mobile carriers require a one-time verification of your business. This is an industry-wide anti-spam requirement known as A2P (application-to-person messaging). Email works without it; SMS does not.

Where to do it

Go to Settings → Comms → Business Verification. You can also reach it from Comms → Admin → Messaging, where Text messaging (SMS) shows a status badge and a "Verify your practice for SMS" card whenever verification is still needed.

What the process looks like

Verification runs through a few carrier stages, shown to you as a timeline:

1. Business profile — your practice's legal business details.

2. Brand registration — your business is registered with the carriers.

3. Campaign registration — your messaging use case is registered and reviewed.

4. Approved — SMS becomes active and you can text patients.

Each stage can show pending, approved, rejected, or error states as it progresses. You submit your details once; the review happens behind the scenes.

⚠ Note: "Campaign registration" here is a carrier compliance step — not the same thing as the Campaigns feature used to run patient outreach. This step simply registers your right to send texts.

How texting is billed

• Logging calls and in-office contact is always free.

• Email and everyday texting are included with your Messaging subscription.

• Campaigns are billed by usage, on top of the subscription (see the Campaigns section).

What's next

• Campaigns Overview