Before you begin we recommend doing two things:

1. Setting up your company logo if you haven't already: Update your Company Logo
2. Customizing the Subject and Body of the Opt-in e-mail that you'll be sending to your customers: Customize Opt-in Templates

You can send one or many Opt-In forms via email to your clients using the Contacts screen. 

If you'd like to allow your user to update their mobile phone you can check that box. The preferred way to send Opt-In should be email so that you don't send SMS without the users permission. 

Users will receive an email similar to the one below: 

Once they click the Opt in link they will receive a dialog like the one below to confirm they'd like to receive SMS and they can update their phone number in ConnectWise if you've allowed them to do so. 

Once they are opted in the system will show that they've opted in. 

This data is also visible in the MSP Process Pod (for ConnectWise, HaloPSA, Kaseya BMS, Syncro, SuperOps and Zendesk; A green status message shows when someone has opted in: