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Introduction

The Messaging settings page is where you manage your Messages Plus subscription, dedicated phone number, and SMS credits. Messages Plus is an add-on that gives your business a dedicated phone number for two-way SMS conversations with clients. To access these settings, go to Settings → Messaging. Access: Owner only (requires the Manage messaging settings permission)

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Messages Plus Subscription

Messages Plus is a monthly add-on subscription that includes:
  • A dedicated local phone number for your business
  • A two-way SMS inbox for sending and receiving messages
  • A monthly SMS credit allowance included in your plan
  • Threaded conversations integrated with your client records

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Subscribing

  1. Go to Settings → Messaging
  2. Click Subscribe to Messages Plus
  3. Complete payment through Stripe
  4. Your subscription activates immediately — you will be redirected back to the settings page

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Cancelling

  1. Go to Settings → Messaging
  2. Click Cancel Subscription
  3. Confirm the cancellation in the dialog
Your subscription remains active until the end of the current billing period. You can continue to send and receive messages until then. Your dedicated phone number will be released when the subscription ends.
Changed your mind? You can resume your subscription at any time before the billing period ends by clicking Keep Subscription on the settings page.

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Payment Issues

If a payment fails, your subscription enters a payment failed state. While in this state:
  • You cannot send new messages
  • Inbound messages are still received
  • A banner appears with a link to update your payment method in the Stripe billing portal

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Dedicated Phone Number

Each location gets its own dedicated local phone number. This is the number your clients see when they receive messages from your business, and the number they reply to.

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Provisioning a Number

  1. Go to Settings → Messaging
  2. Click Provision Number
  3. A local phone number is assigned automatically — this usually takes under a minute
Once provisioned, the number appears on the settings page along with the date it was provisioned.

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Releasing a Number

Your dedicated number is automatically released when your Messages Plus subscription ends. You do not need to release it manually.
Once a number is released, you may not get the same number back if you resubscribe. Clients who saved your old number will no longer reach your inbox.