This document outlines the guidelines for Forth users encountering an SMS error when attempting to send messages to clients.

Understanding the SMS Error

When attempting to send an SMS to a client in Forth, you may encounter an error message. This error typically occurs because the system requires an SMS OPT-IN note to be entered for the client before an SMS can be sent.

Resolution Steps

To resolve the SMS error and successfully send an SMS to a client, please follow these steps:

1. Access Client Profile: Navigate to the specific client's profile in the Forth system.
2. Enter SMS OPT-IN Note: Before sending any SMS, you must enter an SMS OPT-IN note. 

3. Save Changes: After entering the SMS OPT-IN note, remember to save the changes to the client's profile.
4. Attempt SMS Send: Once the SMS OPT-IN note is saved, you should now be able to send an SMS to the client without encountering the previous error.

Important Considerations

• Client Consent: Always ensure you have obtained explicit consent from the client before entering an SMS OPT-IN note and sending SMS messages. Adhering to privacy regulations is crucial.
• Documentation: Maintain clear and accurate records of when and how client consent for SMS was obtained.
• System Updates: Be aware of any future updates to the Forth system that may alter the SMS sending process or consent requirements.