TechStack
Trust · SMS & A2P 10DLC compliance

Properly registered SMS, delivered, not blocked.

Since 2023, every US carrier requires A2P 10DLC registration for business SMS. Practices that skip this get their messages filtered or blocked. We handle the full regulatory path — TCR Brand registration, Campaign approval, carrier verification, and HIPAA-eligible toll-free for healthcare — as a one-time paid setup. After that, SMS just works.

TCR Brand registered
The Campaign Registry
Campaign approved
Per use-case vetting
Carrier-verified
AT&T · Verizon · T-Mobile
STOP / HELP handled
CTIA-compliant
Opt-in audit log
7-year retention
What's in the free trial

Email in. SMS requires setup.

Email is plug-and-play. Your domain verifies with DNS records in 15 minutes and you can send to your client book the same day. SMS isn't — every US carrier requires regulatory registration before they'll deliver your messages reliably. We handle that work as a one-time paid setup so your messages actually arrive.

Free 30-day trial includes
Drift Radar, Book Value, Voice Training, unlimited dormant scoring, unlimited email campaigns through our HIPAA-eligible email infrastructure.
$
SMS requires paid setup
One-time fee covers the phone number, TCR Brand registration, Campaign approval, carrier verification, opt-in workflow build, our setup labor, and per-practice voice training. The phone number is yours to keep — use it for future messaging initiatives.
Post-setup
Unlimited SMS in production at standard per-message rates, billed monthly with your subscription.
SMS setup · one-time
$499
covers the phone number, TCR registration, carrier verification, opt-in workflow, and our setup time. The phone number is yours to keep — use it for future messaging initiatives even if you ever leave the platform.
Phone number (yours forever) included
Brand registration (TCR) included
Campaign approval included
Carrier verification included
Opt-in workflow + STOP/HELP included
Voice training calibration included
Our setup time + filing labor included
Typical setup time 7-14 business days
Start setup

We file your Brand + Campaign within 48 hours of payment.

The 7 stages of SMS setup

What we do between paid and live.

Each stage is concrete work. We file paperwork, vet your brand, provision numbers, and run the carrier-verification gauntlet so your patients/clients actually receive your SMS.

01
Day 1-2

TCR Brand registration

We file your business with The Campaign Registry — legal name, EIN, address, vertical (healthcare, retail, professional services). Brand Score returned in 24-48 hours determines messaging throughput tier.

02
Day 2-4

Campaign use-case approval

We file your use case (account notifications, marketing, customer care, mixed) with sample messages and opt-in language. TCR + carriers review and approve.

03
Day 3-5

Phone number provisioning

10DLC long code OR HIPAA-eligible toll-free verification, depending on your vertical. Number is reserved on your business account, not shared.

04
Day 5-7

Carrier verification

AT&T, Verizon, and T-Mobile independently vet your business and approve message flow. This is the longest single window — carriers run their own anti-spam reviews.

05
Day 7-9

Opt-in workflow build

Custom opt-in landing pages, paper-form QR code, STOP/HELP keyword handlers, and audit-log infrastructure spun up for your practice. CTIA-compliant boilerplate inserted automatically.

06
Day 9-12

Voice Training calibration

You paste 15-30 messages you've sent to clients/patients. We extract your voice profile (greeting, formality, sign-off, distinctive phrases) so SMS drafts read like you, not like a marketing automation tool.

07
Day 12-14

Production handoff + first send

First production SMS campaign goes live, monitored. Delivery rate verified across all three carriers. Opt-out and STOP handling verified end-to-end. You're live.

10DLC vs Toll-Free

We pick the right number type for your vertical.

Healthcare-covered practices (dental, optometry, specialty medical, medspa) typically run on HIPAA-eligible toll-free. Non-medical verticals (salon, fitness, HVAC, plumbing, trades) typically run on 10DLC. We choose based on your TAM, throughput needs, and compliance posture.

10DLC · 10-Digit Long Code

Regular area-code number.

High-throughput business SMS. Cheaper per-message. Requires TCR Brand + Campaign registration. Best for non-medical verticals.

  • Higher throughput (up to 4,500/sec)
  • Lower per-message cost
  • Standard for trades, fitness, salon, retail
  • TCR Brand Score determines tier
  • Local area code (matches practice geography)
Toll-Free · 855/800/877/888

HIPAA-aligned business number.

Verified business SMS via Twilio toll-free verification. Higher trust signal. Aligned with healthcare compliance review. Default for HIPAA-covered customers.

  • Enhanced carrier vetting (better for medical)
  • Universal recognition as legitimate business
  • HIPAA-aligned compliance posture
  • Default for dental, medspa, optometry, specialty
  • Includes voice capability (calls + SMS on same number)
CTIA + TCPA opt-in compliance

Every message has explicit consent on file.

A2P 10DLC registration handles the carrier side. CTIA + TCPA compliance is the consumer-protection side. We handle both as part of setup.

Explicit opt-in capture

Every patient/client signing up through your booking flow, paper form, or front-desk intake provides explicit SMS consent. The moment of consent is logged with timestamp, IP, source, and language version.

Visible STOP / HELP / UNSUBSCRIBE

Every message includes opt-out language. Replying STOP or UNSUBSCRIBE triggers immediate suppression. Replying HELP returns your practice contact info. Both handled automatically — you don't have to think about it.

Permanent suppression list

Opted-out numbers cannot receive any future messages without explicit re-opt-in. The suppression list survives campaign archives, practice handoffs, and data exports. Seven-year audit retention.

Per-practice audit trail

Your dashboard shows every opt-in event (where, when, language version) and every opt-out (when, source) for every contact. Available for export anytime — useful for HIPAA audits and TCPA defense.

Time-of-day enforcement

TCPA prohibits commercial SMS between 9 PM and 8 AM in the recipient's local time zone. Our send-campaign engine enforces this automatically — message scheduling for nighttime sends gets queued to morning.

Healthcare-specific safeguards

For HIPAA-covered customers: outreach drafts never include specific procedure codes, treatment details, or clinical findings. PHI is referenced only as 'your appointment,' 'your visit,' or 'your treatment.' Patient-facing identifiers limited to first name + first initial of last.

SMS compliance FAQ

What every operator asks about SMS.

01 What is A2P 10DLC and why does it matter for my practice?
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A2P 10DLC stands for Application-to-Person messaging over 10-Digit Long Codes. Since 2023, all US carriers (AT&T, Verizon, T-Mobile) require businesses to register their messaging program with The Campaign Registry (TCR) before sending SMS at scale. Unregistered messages get filtered or blocked entirely. For your practice, this means: send a single reactivation campaign to 200 dormant patients from an unregistered number, and most of them will never see the message. Proper A2P registration is what makes 'we send SMS for you' actually work.
02 Is the free 30-day trial limited to email only?
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Yes. The free 30-day trial includes the full intelligence layer (Drift Radar, Book Value, Voice Training), unlimited dormant-client scoring, and unlimited email campaigns through our HIPAA-eligible email infrastructure. SMS messaging is not included in the trial because it requires a one-time paid setup that covers Brand registration with The Campaign Registry, Campaign approval, and (for healthcare-covered customers) HIPAA-eligible toll-free verification. Once SMS is set up, you can send unlimited SMS in production.
03 What's included in the SMS setup fee?
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$499 one-time setup covers: (1) The phone number itself — yours to keep forever, even if you ever leave the platform, useful for future messaging initiatives outside Retention IQ, (2) Brand registration with The Campaign Registry (TCR Brand Score, vetting fees pass-through), (3) Campaign registration with use-case approval (healthcare, retail, real estate, etc.), (4) Carrier verification (typically 5-7 business days), (5) SMS opt-in workflow setup, terms page, help/STOP keyword handling, (6) Per-practice voice training calibrated to your messaging tone, and (7) Our setup time and filing labor. After setup, ongoing SMS is included in your monthly plan.
04 Why a paid setup fee for SMS but not email?
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Email infrastructure is mostly self-service: we send through our HIPAA-eligible email provider, your practice's sender domain is verified via DNS records that take 15 minutes. SMS, by contrast, requires regulatory approval through The Campaign Registry plus per-carrier compliance review at AT&T, Verizon, and T-Mobile. The labor on our side is real: brand vetting, campaign filing, opt-in workflow setup, and a 5-7 business day carrier verification window. Practices that don't do this work properly get their messages blocked. We do it once, properly, and then SMS just works.
05 What's the difference between 10DLC and toll-free verification?
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10DLC (10-Digit Long Code) is a regular US area-code number, e.g. (310) 555-0123 — high throughput, lower per-message cost, requires TCR Brand + Campaign registration. Toll-free (855, 800, 877, etc.) is a verified business number — lower throughput, higher per-message cost, requires Twilio toll-free verification directly with carriers. For HIPAA-covered healthcare practices, we typically recommend toll-free verification because the carriers' enhanced vetting process is well-aligned with healthcare compliance review. For non-medical (trades, salons, fitness), 10DLC is standard.
06 How long does SMS setup take?
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Timeline from paid setup to first SMS sent: typically 7-14 business days. Day 1-3: We file your TCR Brand registration and Campaign use-case. Day 4-7: Carrier review (AT&T, Verizon, T-Mobile vet your business). Day 8-10: Phone number provisioning + opt-in workflow build. Day 11-14: Verification fully clears + production SMS unlocked. We email status updates at each milestone. During this window, you can continue running unlimited email campaigns through the trial / paid platform.
07 Do you handle SMS opt-in / opt-out compliance?
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Yes. Every SMS we send includes STOP / HELP keyword handling per CTIA requirements. Opt-outs are honored immediately and permanently — opted-out numbers cannot receive any future messages without explicit re-opt-in. We maintain audit logs of every opt-in event (the explicit consent moment) and every opt-out, with 7-year retention. Per-practice SMS opt-in / opt-out workflows are built during setup so your patients/clients see the same compliant flow whether they joined through your booking page, your front desk, or a paper form.

Want SMS setup walked through with your team?

15-minute call. We'll confirm whether 10DLC or toll-free fits your vertical, what your setup timeline looks like, and what the per-message economics will be at your patient/client book size.

15 minutes · no sales pitch Works with your booking platform