ClaspHelp Center
Text messaging

Understand customer permission to text

Keep lead information, consent, and message delivery separate.

Website; mobileSource reviewed: 2026-10-06
About this guide. Steps reflect reviewed source and screenshots. End-to-end workflow checks are still pending. If your screen differs, contact Clasp support.

The numbers in these website screenshots identify controls and statuses, not a required click sequence. Example records and amounts are illustrative; mobile layouts may differ.

Clasp's current source separates imported leads from permission to text a recipient. Selecting Home Depot / Pro Referral or supplying a terms link does not by itself record that permission.

Digital permission

The business website editor can publish a branded SMS opt-in page with an unchecked customer choice. The person must actually complete the applicable consent process. Publishing the page alone does not opt in existing customers.

Published SMS opt-in page with first and last name, mobile phone, an unchecked optional SMS consent checkbox and Save my preference highlighted

Customers give permission on the published opt-in page by ticking the box themselves.

Numbered controls in this screenshot

  • 1 — First and last name: The customer enters their name.
  • 2 — Mobile phone: They enter their own mobile number.
  • 3 — Optional SMS consent checkbox: They make their own choice after reading the business's SMS disclosure; do not preselect consent.
  • 4 — Save my preference: The customer saves the preference. A published form alone does not consent on their behalf.

Business facts, policy links, and the description of the SMS use must match the real process.

Conversations and automatic replies

Clasp's sending path checks sender readiness and recipient consent. Automatic lead replies have additional workspace enablement and duplicate-handling controls. Do not assume every new lead receives a text.

Text Messaging page with Check status, Enable automatic first replies, the message preset and Save auto-reply settings highlighted; the texting number is redacted

Automatic first replies have to be enabled and saved on Text Messaging.

Numbered controls in this screenshot

  • 1 — Check status: Check sender readiness before considering automatic replies.
  • 2 — Enable automatic first replies: Enable only if your business intends automatic first replies and the applicable customer-consent requirements are met.
  • 3 — Message preset: Choose and review the intended reply wording.
  • 4 — Save auto-reply settings: Save the settings. This does not grant permission to text every imported lead.

A saved SMS draft is not a sent message. Provider acceptance and final delivery remain different states.

Text Messaging saved presets list with the preset name, message text, Create preset and Save as preset controls highlighted

Saved presets store reusable message text; saving a preset does not send anything.

Numbered controls in this screenshot

  • 1 — Saved presets: Review existing message templates.
  • 2 — Preset name: Give the new template a recognizable name.
  • 3 — Message: Write the actual service-message wording.
  • 4 — Create preset: Save the template; this is not a send action.
  • 5 — Save as preset (starter message): Use this alternative to save the displayed starter wording as a template after reviewing it.

Opting out

Honor recorded opt-outs. A staff note or a new lead import must not be used to override STOP. The current source preserves opt-out controls.

This draft describes application boundaries, not legal advice or a promise of carrier approval. Provider-specific instructions will be rechecked before publication.

Manage jobs and scheduled visits

Understand the difference between the work and the appointment.

Set up texting and understand its status

Know what saving, submitting, reviewing, and Ready mean.

On this page

A lead is not a consent recordDigital permissionConversations and automatic repliesOpting out