SMS Consent & Opt-In Policy
This policy applies to ClearShield Advisory LLC ("ClearShield") and to text messages sent on behalf of businesses that use the ClearShield platform.
Last updated: June 10, 2026
Overview
ClearShield provides an AI-powered phone receptionist and online quote/booking pages for service businesses (such as moving companies, lawn care providers, barbershops, and home-service trades). When a customer interacts with a ClearShield-powered business — by phone or through the business's booking page — they may receive SMS messages related to their service, such as appointment confirmations, quotes, scheduling coordination, and deposit links. Messages are sent only after the customer has opted in, and every message supports immediate opt-out.
How Consent Is Collected
Consent is collected in one of two ways, depending on how the customer reaches the business:
1. Verbally, during a phone call
Before sending any text, the voice assistant asks the caller whether they would like to receive the message. The caller must clearly agree before any SMS is sent.
Example conversation:
Assistant: "Your appointment is confirmed for Tuesday at 2:00 PM. Would you like me to send you a text message confirming your appointment?"
Caller: "Yes, please."
Only after receiving an affirmative response is the SMS sent.
2. In writing, via a quote or booking form
The business's booking and quote-request pages include clear consent language at the point of submission — a required checkbox or a consent notice at the submit button. The forms display language substantially similar to:
"I agree to receive booking-related text messages from [Business Name] (sent via ClearShield AI) at the phone number I provided, including appointment confirmations, deposit links, and reminders. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help."
What Messages Are Sent
- Appointment confirmations after a successful booking
- Quote confirmations and quote follow-ups the customer requested
- Deposit or payment links, where the business has enabled payment collection and the customer asked to proceed
- Appointment reminders and scheduling coordination
- No marketing, promotional, or recurring messages. Messaging is transactional and related to the customer's own service.
- Message frequency varies with the customer's booking and quote activity (typically 1–5 messages per service request).
Sample message:
"Your appointment has been confirmed for Tuesday, March 10 at 2:00 PM. Reply STOP to opt out, HELP for help. — [Business Name]"
Opt-Out and Help
- Reply STOP to any message to opt out immediately. Once opted out, no further messages are sent to that number.
- Reply HELP to any message for assistance, or contact the business directly at the phone number you originally called.
- Message and data rates may apply, depending on your carrier and plan. Carriers are not liable for delayed or undelivered messages.
Data Usage
Phone numbers are used solely to deliver the service-related messages described above on behalf of the business the customer contacted. Phone numbers are not sold, shared with third parties for their own marketing, or used for any other purpose.
Contact
For questions about this policy or our messaging practices, please contact us:
See also our Privacy Policy and Terms & Conditions.