How to set up a From number for two-way texting

How to set up a From number for two-way texting

Here's how to create a From number to be used with two-way texting.  You can set up one number to apply to all of your locations, or a number for each of your locations. 
  1. Go to Preferences> Edit Lead Sources and create a new lead source "Texting-Outbound."
  2. Go to Preferences> Phone Number Management. 
  3. Create a new phone number for the desired area code.
  4. Be sure the forwarding number is a real number at your practice in case the person calls back instead of texting.
  5. Use Lead Source - Texting-Outbound (note: it may take up to five minutes for your new lead source to be available to select).
  6. Turn On "Enabled Text/SMS:" and select the location from the drop down menu
  7. Click Create.  Sometimes you'll get pop-up errors at this point but you can ignore them and click past them.
  8. Refresh the page to confirm your number has been added and it has a mobile number icon next to it.

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