ClientPulse

SMS Policy & Opt-In Workflow

Last updated: June 22, 2026

1. Program description

ClientPulse is a customer-relationship platform for independent professionals (insurance agents, real-estate agents, beauty salons, auto-repair shops, attorneys, sales professionals, and similar small businesses). The ClientPulse SMS program sends account notifications, appointment / booking confirmations, and reminder messages to two distinct groups of recipients:

  • Account holders (agents) — the business users who sign up for a ClientPulse account.
  • End clients — the customers an account holder schedules appointments with or asks ClientPulse to remind.

2. Verifiable opt-in workflow

A. Account-holder opt-in (web sign-up form)

  1. A prospective account holder visits https://clientpulse.ltd/auth and completes the sign-up form by entering their full name, email address, mobile phone number, and a password.
  2. Directly above the "Create account" button the form displays this disclosure:
    "By creating an account you agree to receive account-related SMS messages from ClientPulse at the mobile number you provided, including a verification code, security alerts, appointment and booking reminders, and operational notifications. Message and data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for help. See our SMS Policy and Privacy Policy. Mobile information is never sold or shared with third parties for marketing or promotional purposes."
  3. The user must tick a separate, unchecked consent checkbox stating: "I agree to receive SMS messages from ClientPulse as described above." The form cannot be submitted until that box is ticked.
  4. On submission, ClientPulse sends a one-time 6-digit verification code via SMS to the supplied number. The new account holder must enter the code into the sign-up screen to activate the account. This double opt-in proves the user controls the mobile number.
  5. ClientPulse records and stores: the IP address, timestamp, user-agent, the exact disclosure text shown, the consent checkbox state, and the successful verification of the one-time code. This record is retained for the life of the account plus four (4) years.

B. End-client opt-in (agent-initiated, with written authorization)

  1. An end client only receives SMS messages from ClientPulse after the account holder confirms — inside the ClientPulse app — that the client has given the account holder permission to send appointment/reminder text messages to that mobile number. The account holder ticks an in-app attestation that reads:
    "I confirm this client has given me permission to text them at the mobile number above for appointment confirmations and reminders. I will honor STOP requests and forward them to ClientPulse on request."
  2. The first SMS sent to any end client is a confirmation/welcome message that identifies ClientPulse as the sender, identifies the account holder's business, states the message frequency, and tells the recipient how to opt out:
    "Hi [Name], this is [Business] using ClientPulse to send you appointment confirmations and reminders. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help."
  3. Any STOP reply immediately and permanently suppresses that mobile number across ClientPulse, regardless of which account holder added it.

3. Message types and frequency

  • Account verification codes (one-time, at sign-up and on request).
  • Security and account alerts (as events occur).
  • Appointment / booking confirmations and reminders (typically at booking time and 24 hours / 1 hour before the appointment).
  • Operational notifications relating to the user's own ClientPulse activity (for example, a reminder the user scheduled for themselves).

Typical frequency is fewer than 10 messages per recipient per month; actual frequency varies based on the user's activity.

4. Keywords and confirmation messages (Telnyx-compliant)

ClientPulse honors the following standard keywords on every ClientPulse-originated number. Responses identify the program (ClientPulse account notifications & reminders) and do not contain placeholders.

START / UNSTOP

"You're re-subscribed to ClientPulse account notifications and appointment reminders. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to cancel."

HELP / INFO

"ClientPulse: account notifications & appointment reminders. Msg & data rates may apply. Msg frequency varies. Reply STOP to cancel. Support: support@clientpulse.ltd. Policy: https://clientpulse.ltd/sms-policy"

STOP / END / CANCEL / UNSUBSCRIBE / QUIT

"You've been unsubscribed from ClientPulse messages and will receive no further texts. Reply START to re-subscribe."

5. Sample first message after opt-in

"ClientPulse: thanks for signing up. Your verification code is 123456. We'll text account & appointment notifications to this number. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to cancel."

6. Mobile information — no sale, no sharing for promotion

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of personal information exclude mobile phone opt-in data and consent; this information will not be shared with any third parties for marketing or promotional purposes.

Information sharing with subcontractors who support delivery of the Service (for example our SMS provider, Telnyx) is permitted only to the extent necessary to deliver the messages you have requested. These subcontractors are prohibited from using mobile information for their own marketing or promotional purposes.

7. Carriers and disclaimers

Carriers (including T-Mobile, AT&T, Verizon, and others) are not liable for delayed or undelivered messages. Message and data rates may apply. Message frequency varies.

8. Contact

Questions about SMS or this policy? Email support@clientpulse.ltd. See also our Privacy Policy.