SMS Consent & Messaging Policy

Last updated: April 17, 2026

1. About Smarfle CRM

Smarfle CRM (operated by Rathly LLC) is a multi-tenant SaaS platform used by local service businesses (cleaners, contractors, HVAC, pest control, etc.) to manage their operations. As part of the platform, our customers (the businesses) send transactional SMS messages to their own end clients. Smarfle acts as the technical sender; the business that signed up for Smarfle is the originator of each message.

2. What messages are sent

SMS traffic on the Smarfle platform falls into two categories:

Transactional (sent to all opted-in recipients):

  • Appointment reminders and confirmations
  • Work order status updates (scheduled, in progress, completed)
  • Invoice notifications and payment confirmations
  • Client portal account notifications

Marketing (sent only to recipients who explicitly opted in to marketing SMS via a separate, unchecked-by-default checkbox — see Section 3):

  • Promotional offers and seasonal deals from the business
  • New service announcements
  • Loyalty and re-engagement campaigns

We do not send affiliate, political, or adult-content messages. Marketing consent is collected independently from transactional consent — opting in to one does not opt the recipient in to the other.

3. How end users opt in

Consent is collected via an explicit, unchecked-by-default checkbox on one of two public forms owned by the business. The form cannot be submitted without checking the box.

Opt-in Path A: Online booking form

URL pattern: https://<business-slug>.smarfle.com/book or a business's custom domain plus /book. Example live URL: https://www.smarfle.com/p/rathly/book.

Exact checkbox wording on the booking form:

I agree to receive text messages about my appointment, including reminders and status updates. Message and data rates may apply. Reply STOP to unsubscribe.

Opt-in Path B: Client portal registration

URL pattern: https://www.smarfle.com/p/<business-slug>/register. Example live URL: https://www.smarfle.com/p/rathly/register.

Exact checkbox wording on the registration form:

I agree to receive text messages about my appointments, invoices, and account updates. Message and data rates may apply. Reply STOP to unsubscribe.

Optional second checkbox: Marketing consent

Both the booking form and the client portal registration form display a second, independent, unchecked-by-default checkbox for marketing SMS. The form can be submitted with or without this box checked — only recipients who tick it will be eligible for marketing campaigns.

Exact marketing checkbox wording (both forms):

(Optional, separate) I'd also like to receive promotional offers and special deals from this business by SMS. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe, HELP for help.

The marketing consent timestamp, phone number, form URL, and IP address are recorded in a separate audit row (consent_type = sms_marketing) at the moment the form is submitted.

All forms are publicly accessible with no login required. The consent timestamp, phone number, form URL, and IP address are recorded in our database at the moment the form is submitted.

4. Opt-in confirmation message

After opt-in, end users receive:

Smarfle: You are now opted in to receive service notifications. For help, reply HELP. To opt out, reply STOP. Msg & data rates may apply.

5. Sample transactional messages

  • Hi Jane, your appointment with Rathly is scheduled for April 15 at 10:00 AM. Reply STOP to opt out.
  • Rathly: Your work order #1042 has been completed. Log in to your portal to view details. Reply STOP to opt out.
  • Rathly: Invoice #2087 for $150.00 is ready. View and pay at your client portal. Reply STOP to opt out.
  • Rathly: Payment of $150.00 received for Invoice #2087. Thank you! Reply STOP to opt out.
  • Hi Jane, this is a reminder that your scheduled service with Rathly is tomorrow at 9:00 AM. Reply STOP to opt out.

Sample marketing messages (only sent to recipients who ticked the optional marketing checkbox):

  • Rathly: Spring cleaning sale — 20% off all bookings in April. Book at https://www.smarfle.com/p/rathly/book. Reply STOP to opt out.
  • Rathly: We're launching a new gutter-cleaning service. First 10 bookings get $25 off. Reply STOP to opt out.
  • Rathly: It's been 6 months since your last visit — we miss you! Book your next service and save 15%. Reply STOP to opt out.

6. Opt-out

End users can opt out at any time by replying STOP (also accepted: CANCEL, UNSUBSCRIBE, END, QUIT, STOPALL, REVOKE, OPTOUT). Upon opt-out they receive:

You have successfully been unsubscribed. You will not receive any more messages from this number. Reply START to resubscribe.

Opt-out status is stored per recipient. No further SMS is delivered after opt-out. An opted-out recipient can re-enable SMS by replying START.

7. Help

End users can reply HELP (also INFO) to receive:

Reply STOP to unsubscribe. Msg & Data Rates May Apply.

Additional support: support@smarfle.com.

8. Required disclosures

  • Message frequency varies based on the end user's service activity with the business.
  • Message and data rates may apply per the recipient's mobile carrier and plan.
  • Mobile numbers are never shared. Smarfle will not share, sell, rent, or transfer mobile phone numbers or SMS opt-in data to third parties or affiliates for marketing or promotional purposes. See our Privacy Policy.
  • Supported US carriers include AT&T, T-Mobile, Verizon, and other major carriers. Carriers are not liable for delayed or undelivered messages.

9. Smarfle-direct messages to platform owners

In addition to the per-business SMS traffic described above (a Smarfle customer texting their own end clients), Smarfle CRM may send transactional messages directly to the people who registered an account on our platform (“owner-customers”).

How owner-customers opt in:

Smarfle owner-customers register at https://www.smarfle.com/auth/register. The phone field is required (Smarfle uses it for owner verification and account support). The SMS consent checkbox is independent of registration: owners can register without ticking it and complete sign-up successfully, with email-only communications. SMS consent must be explicit and intentional — the checkbox is unchecked by default.

Exact checkbox wording on the registration form:

(Optional) I agree to receive text messages from Smarfle CRM about my account — trial expiry, billing alerts, security notifications, and important system updates. Message frequency varies (typically 1-3 messages per month). Message and data rates may apply. Reply STOP to unsubscribe, HELP for help.

The registration form also offers a second, independent marketing checkbox (unchecked by default). Owners can register without ticking either, with one, or with both:

(Optional, separate) I'd like to hear from Smarfle about new features, product tips, and special offers by SMS. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe, HELP for help.

What Smarfle-direct messages cover:

  • Trial-expiry warnings and subscription billing alerts
  • Failed-payment notifications
  • Security and account events (new device login, password reset, 2FA)
  • Important system status updates that affect platform usage
  • A2P 10DLC brand / campaign approval status updates

Sample Smarfle-direct messages:

  • Smarfle: Your free trial ends in 3 days. Add billing at https://www.smarfle.com/subscription. Reply STOP to opt out.
  • Smarfle: Payment for your subscription failed. Update your card at https://www.smarfle.com/subscription to keep service. Reply STOP to opt out.
  • Smarfle: New login to your account from Chicago, IL. If this wasn't you, reset your password immediately at https://www.smarfle.com/settings. Reply STOP to opt out.
  • Smarfle: Your A2P brand has been approved by Twilio. You can submit your campaign now at https://www.smarfle.com/org-settings?tab=a2p. Reply STOP to opt out.

Opt-out and help: identical to sections 6 and 7 above (reply STOP, HELP). Mobile information disclosure:identical to section 8 above — we do not share, sell, rent, or transfer mobile numbers or SMS opt-in data to third parties or affiliates for marketing or promotional purposes.

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