Manage Text Permissions Across Your Client List

Text eligibility and consent

Fieldified sends a client text only when:

• The phone number is text-capable
• The client or contact is enabled for text communication
• The recipient has provided the consent required for that message purpose
• The number has not opted out

You can update text preferences one client at a time or through a client CSV import.

Enabling a setting does not create consent. Keep evidence showing when, how, and for what message purpose each recipient agreed to receive texts.

Update one client

1. Open Clients.
2. Select the client.
3. Edit the client or contact.
4. Locate the phone number.
5. Confirm that it is a mobile or text-capable number.
6. Enable or disable text messages.
7. Review the automated-reminder and follow-up preferences.
8. Save the client.

When adding a new phone number, record the number type and consent source before enabling texts.

Turn the preference off immediately when:

• The recipient withdraws consent
• The number belongs to someone else
• The number is a landline
• A carrier reports the number as unreachable

Prepare a bulk update

Use the import workflow when many existing records need the same data-quality review.

Export the client list

1. Open Clients.
2. Select the export action.
3. Choose CSV.
4. Download the current client file.
5. Store an unchanged backup before editing.

The export can include columns for:

• Text-enabled phone number
• Receives automated appointment reminders
• Receives completed-work follow-ups
• Client and property identifiers

Review the CSV

For every client row:

1. Confirm the correct text-capable phone number.
2. Verify that the person associated with the number provided consent.
3. Confirm which informational or promotional message categories the consent covers.
4. Set the text preference accordingly.
5. Update automated-reminder and follow-up preferences separately.

Do not copy one household or company contact’s consent onto another recipient.

Clients with multiple properties can appear on more than one row. Update each applicable row consistently so work under another property is not missed.

Avoid altering unrelated fields. Remove columns you do not intend to update when the import workflow supports doing so.

Import the reviewed file

1. Save the edited file as CSV.
2. Return to Clients.
3. Select the import action.
4. Upload the CSV.
5. Map each heading to the correct Fieldified field.
6. Confirm the text-enabled phone and automated-communication mappings.
7. Review the import summary.
8. Complete the import.

Test a small batch first when making a large update.

What the import does not change

Client preferences and automation schedules are separate.

A CSV preference update does not:

• Enable an assessment or visit reminder automation
• Set the reminder timing
• Create a booking-confirmation template
• Register a dedicated sending number
• Override an opt-out
• Provide proof of consent

Configure automation timing in Email Templates.

Keep consent records

For each recipient, retain:

• Date and time of consent
• Method used to collect it
• The exact disclosure shown
• Sender or business identified in the disclosure
• Message categories covered
• Phone number provided
• Source page, form, document, or conversation
• Date and method of any opt-out

Twilio requires prior express consent for informational messages such as appointment reminders and receipts. Promotional texts require prior express written consent. Consent must be specific to the sender and message subject.

Handle opt-outs

Fieldified and Twilio process standard opt-out keywords such as STOP. After an opt-out:

1. Mark the phone number as opted out.
2. Stop automated and manual texts to that number.
3. Retain the opt-out event.
4. Send only the permitted confirmation of the opt-out.

Do not re-enable the number through a bulk import unless the recipient provides new valid consent.

Verify the result

After importing:

1. Open a sample of updated clients.
2. Confirm the correct phone number and preference.
3. Check that opt-outs remain disabled.
4. Preview an automated reminder audience.
5. Review import errors and duplicate-property rows.

Related articles

• Configure Client Email and Text Templates
• Appointment Reminders for Assessments and Visits
• Client Message Delivery Checklist