SMS & Text-to-voice Messaging Are Now Prepaid Only
SMS & text-to-voice messaging is now prepaid only. Please purchase messaging credit to continue using these features.
Kalix's new SMS responses, and text-to-voice call back features also require messaging credit. Credit is be deducted when a client or contact sends you an SMS (text message) or calls back to hear their text-to-voice message. There will be no cost to the client or contact. Email messaging remains free.
Change in SMS & Text-to-voice Messaging Cost
In order to offer you enhanced functionality, Kalix has changed third party messaging providers. Due to this change, we were required to make a small increase to the price of SMS (text messages) and text-to-voice messages. Email messaging will remain free. Please click here for new pricing.
Messaging Will Move to Opt-in Only
Kalix's messaging functionality, (including appointment notices, appointment reminders, billing reminders, late payment reminders, online forms & e-signing, and ad-hoc messaging) is now opt-in only. Clients and contacts will need to opt-in before receiving messages from Kalix again.
Kalix will automatically send an opt-in message using the client's assigned messaging method (previously called reminder method), just before their first message (or next message after the update) is due to go out. Alternatively, you can manually trigger the sending of the opt-in message by navigating to the Messaging section of the client's or contact's file and clicking on the Send link on (as shown below).
The client or contact will accept the opt-in request by click on the email link (for email messaging), replying YES to the opt-in text message (for SMS message) or pressing 1 on their phone (text-to-voice reminders). The queued message will then immediately go out.
Messaging Must Be Enabled to Send Online Forms
If you use Kalix's online forms functionality (e.g. electronic agreements, intake forms, client summaries), you must make sure Messaging (previously called Reminders functionality) is enabled and a messaging method against is assigned against each clients' or contracts' Details page.
Additional Security For Online Forms
As an extra security measure, before accessing shared online forms or documents (e.g. electronic agreements, intake forms, client summaries), clients and contacts will be required to enter a security code. Kalix will include the required code as part of the associated email, SMS or text-to-voice message.