SMS Consent Process

Opt-In Documentation

Last updated: March 4, 2026

Overview

ProForma provides AI-powered voice agents that handle inbound phone calls for businesses. During these calls, the voice agent may schedule appointments and send SMS appointment confirmations. No SMS messages are ever sent without the caller's explicit verbal consent.

Opt-In Method: Verbal Consent During Phone Call

Consent is collected verbally during inbound phone calls handled by our AI voice agent. Before any SMS message is sent, the voice agent reads the following consent script to the caller:

"Before we confirm your appointment, I'd like to ask: would you like to receive a text message confirmation with your appointment details? This would include the date, time, and location of your appointment. Standard message and data rates may apply, and you can reply STOP at any time to opt out. Would you like to receive a text confirmation?"

The caller must verbally confirm "yes" before any SMS message is sent. If the caller declines or does not respond affirmatively, no text message is sent.

Opt-In Workflow: Step by Step

Caller dials the business phone number The call is answered by ProForma's AI voice agent, which greets the caller and assists with scheduling.

Appointment details are collected The voice agent gathers the caller's name, phone number, preferred service, date, and time.

Verbal consent script is read Before confirming the appointment, the agent reads the consent script above and asks the caller if they would like to receive a text confirmation.

Caller's response is recorded The caller's verbal response (yes or no) is captured in the call transcript, which is timestamped and stored as the official consent record.

SMS is sent only if consent is given If the caller consents, a single appointment confirmation SMS is sent. If the caller declines, no SMS is sent.

Consent Records

Every phone call handled by ProForma's voice agent generates a timestamped call transcript. This transcript includes:

The full conversation between the caller and the AI agent
The consent script as read to the caller
The caller's verbal response to the consent request
Date and time of the call
The caller's phone number

These transcripts serve as the official record of opt-in consent and are retained in accordance with our Privacy Policy.

Message Content and Frequency

Content: Appointment confirmation only (date, time, location, service)
Frequency: One (1) message per appointment booked
Type: Transactional, not marketing or promotional
Sender: ProForma toll-free number on behalf of the business

Opt-Out Process

Recipients can opt out at any time by:

Replying STOP to any message
Requesting removal during a phone call
Contacting us at jonathan@proformaconcepts.com

Upon opting out, the recipient will receive a single confirmation message and no further SMS messages will be sent.

Help

Recipients can reply HELP to any message for assistance, or contact us directly.

Message and Data Rates

Standard message and data rates may apply. ProForma does not charge for SMS messages; carrier rates apply.

Contact

ProForma
Email: jonathan@proformaconcepts.com
Website: proformaconcepts.com

For full legal policies, see our Legal & Policies page.