How Users Opt In to SMS
StaffAnes collects SMS consent during the account onboarding wizard — the structured setup flow every new user completes immediately after their first login. The SMS opt-in checkbox is presented on the Notification Preferences step (Step 5 for contractors, Step 5 for location administrators). The checkbox is unchecked by default; users must actively check it to consent.
Opt-In Process
- 1
User receives invitation
An administrator sends the user an invitation email or SMS with a login link. The user logs in for the first time using the credentials provided.
- 2
Onboarding wizard launches automatically
On first login, the platform detects that the user has not completed onboarding and opens the multi-step wizard. The wizard cannot be dismissed until all required steps are completed.
- 3
User reaches the Notification Preferences step
After completing profile, credentials, and availability steps, the user arrives at the Notification Preferences step. This step presents both email and SMS notification options.
- 4
User checks the unchecked SMS opt-in checkbox
The SMS checkbox is unchecked by default. To enable SMS notifications, the user must actively check the box. The full consent disclosure is displayed directly next to the checkbox before any action is taken.
- 5
User enters their mobile phone number
After checking the box, a phone number field appears. The user enters their 10-digit US mobile number. SMS messages will only be sent to this number.
- 6
Consent is recorded with a timestamp
When the user completes the wizard, the platform records the consent timestamp (smsConsentAt) in the database alongside the user's phone number and notification preferences.
Screenshot: SMS Consent Checkbox (Notification Preferences Step)
The image below shows the exact SMS opt-in checkbox as it appears to the user during the onboarding wizard. The checkbox is unchecked by default. The full consent disclosure text is displayed immediately adjacent to the checkbox before the user takes any action.
Step 5 of 6
Notification Preferences
Choose how you'd like to receive shift alerts and reminders
Email Notifications
Shift alerts, reminders, and confirmations sent to your email
SMS / Text Notifications
Receive text messages for urgent shift alerts
Mobile Phone Number *
← User must check this box to consent (unchecked by default)By checking this box, you agree to receive SMS messages from StaffAnes regarding shift opportunities, shift confirmations, shift reminders, scheduling updates, and timesheet notifications. Message frequency varies, up to 10 messages per month. Message and data rates may apply. Reply STOP to opt out or HELP for support.
Note: The dashed border and annotation arrow are added here for illustration purposes only. In the actual wizard, the checkbox appears without any annotation border.
Verbatim Consent Disclosure
The following text is displayed verbatim next to the opt-in checkbox in the onboarding wizard before the user takes any action:
"By checking this box, you agree to receive SMS messages from StaffAnes regarding shift opportunities, shift confirmations, shift reminders, scheduling updates, and timesheet notifications. Message frequency varies, up to 10 messages per month. Message and data rates may apply. Reply STOP to opt out or HELP for support."
Compliance Summary
Opt-in method
Affirmative checkbox — unchecked by default
Opt-in location
Account onboarding wizard (first login)
Pre-checked boxes
None — user must actively check
Consent disclosure
Displayed adjacent to checkbox before action
Opt-out method
Reply STOP to any message, or disable in app settings
Help keyword
Reply HELP for support contact
Message frequency
Up to 10 messages per month
Consent record
Timestamp stored in database at wizard completion