get setup

Add Phone Number

In this short training, you’ll learn how to add a phone number to your OTMS account. This step connects your messaging system to a real SMS number—so you can send and receive texts with clients directly inside the platform. If you’ve ever missed a message or juggled convos between email, Messenger, and your personal phone... this is your fix. One number, one place, zero overwhelm.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Navigate to Settings > Phone Numbers

  2. Click Add Number > Add Phone Number

  3. Filter to country and area code

  4. Select desired number

  5. Click Proceed to Buy

  6. Setup A2P Registration (Trust Center)

Pro Tip

This number powers every automated text, manual message, and reminder inside OTMS. Adding it now saves you from using your personal phone later—and keeps all client comms in one place.

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