WarmDispatch

Client onboarding

Welcome to WarmDispatch

This form gives us everything we need to register your texting number and write your first campaigns. It takes about 10 minutes. If you don’t know an answer, leave it blank and we’ll ask you on our call.

1Business details

US carriers require this to approve your texting number. It must match your IRS records exactly.

Please enter the legal business name.
An EIN has 9 digits, like 12-3456789.
Please choose your business type.
Please enter the business address.
2Contacts
Please enter your name.
Please enter a valid email address.
Please enter a phone number with at least 10 digits.

Who should we alert when a client reply needs a person right away?

3Phone & booking
Please enter a phone number with at least 10 digits.
Please choose what you use today.
Add missed-call text-back?
4Top services

Your most-booked services. “Rebook every” tells us when to send each client a reminder.

5Campaigns & tone
Which campaigns interest you most?
Slowest days
6Client list & consent

We can only text clients who agreed to receive texts from you. Marketing texts such as offers and win-back messages need written consent.

How do clients agree to receive texts from you today?

Not sure is fine. We’ll set up a simple opt-in, like a QR code at the front desk, before sending any marketing texts.

Medical services only: are you a HIPAA covered entity (for example, you bill insurance or have a medical director who does)?
7Plan & start
Please choose a plan, or “Not sure yet.”
Please confirm to continue.
Please type your full name.

Your details are used only to set up your WarmDispatch service. See the privacy policy.