Brand Registration verifies your business with mobile carriers so you can send business text messages. This one time setup is required before you can use SMS features such as Customer Care texting, Marketing SMS, and other phone related messaging capabilities.
Step 1: Go to Settings > Configuration > SMS & Phone
Step 2: Click Register Your Brand.
Step 3: Fill in the required details. Be sure this information matches your official business records, as inconsistencies can delay approval.
Common reasons for delay:
Business name doesn't match IRS records.
Incorrect EIN.
Missing or invalid website.
Incomplete business information.
Messaging use case doesn't clearly explain what types of texts you'll send.
Step 4: Click Register Brand to submit.
Step 5: Wait for approval
No additional action is usually required while your registration is being reviewed. Once your Brand Registration and messaging campaign are approved, your practice is eligible to send business SMS messages and, if needed, continue with phone number migration.