🎉 Early Access Available

The new SMS Messaging feature is now available for Early Access.

📝 Overview

The SMS Messaging add-on lets you send text messages, using a toll-free number that Dash provisions and manages for your account. You don't need a Twilio account, console access, SID, or Auth Token.

Automated event reminders are sent with the same timing and opt-in rules you use today.
Broadcasts can be sent from Customer Search and from a roster using Send Message. Message composition and customer segmentation work the same way.
A segment is 160 characters, the unit the messaging service counts for each message. Longer messages may use more than one segment.
Your plan includes 1,000 free segments per billing cycle. Extra segments are $0.020 each and are billed monthly on your DaySmart invoice.
SMS by Dash is one-way. It doesn't support two-way texting or reply threads.

🔑 Authorizations

In order to view and access the Integrations & Add-ons page, your User role must have Company Account Settings assigned to it.

🛠️ Setup

Follow these steps to turn on the SMS Messaging add-on, complete business verification, and understand your texting settings.

🚀 Getting Started

Click the arrow to learn how to turn on SMS Messaging

Select Admin, then select Integrations & Add-ons, or use the Global Search to look for "Integrations & Add-ons".
Select Add-ons in the left menu.
Find the SMS Messaging card and select Get Started. The setup panel opens as a slide-out.
Complete the compliance form in the slide-out and then select Enable SMS.

🏢 Business Verification

Click the arrow to learn about business verification

⚠️ Important Note: Business verification is required to obtain a U.S. toll-free number. SMS cannot be enabled until this has been completed.

Have the following ready before you start the form:

Your business name
Your Employer Identification Number (EIN), or the registration number for another authority
Your business address
The name, email, and phone number of your primary contact
Your business website

📋 Compliance Form

Click the arrow to learn what the compliance form asks for

The form opens in the slide-out that appears after you select Get Started. Complete each section:

Business name: Confirm the name is correct. It appears prefilled from your account.
Registration Authority and Registration Number: Select US: Employer Identification Number or Other from the Registration Authority dropdown, then enter the number in the Registration Number field.
Business Address: Enter Line 1, Line 2, City, State/Region, Postal Code, and Country.
Primary Contact: Enter First Name, Last Name, Email, and Phone Number. This person will receive updates about your business verification status.
Website URL: Enter your business website.
Privacy Policy URL and Terms & Conditions URL: These are provided by Dash and can't be edited.

🚦 Setup States

Click the arrow to learn what each setup state means

Not set up: The SMS Messaging card shows a Get Started button. Texts are not sent from SMS by Dash, and you haven't applied for a toll-free number yet.
Pending business review: After you submit the form, the messaging service reviews your business details. This usually takes 1 to 10 business days. Your toll-free number isn't shown while the review is pending. The SMS Messaging card shows a Pending badge. You'll receive an email when SMS is live.
Live: The slide-out shows an SMS is live message and your assigned toll-free number. The SMS Messaging card shows an Enabled badge and a Manage button.

🔄 Switching from Your Own Twilio

Click the arrow to learn how to switch from your own Twilio account

✍️ Note: If you already use your own Twilio account and had the Twilio add-on turned on, you can keep sending on that number while SMS Messaging verification is pending. Once SMS Messaging is live, Dash turns off the Twilio add-on for you automatically. You don't need to take any action. Your Twilio account and credentials stay saved.

While SMS Messaging is live, the Twilio add-on doesn't appear on the Integrations & Add-ons page.

To switch back to your own Twilio account, turn off SMS Messaging by Dash first:

Select Manage on the SMS Messaging card.
Select Disable SMS.
Turn the Twilio add-on back on. Your saved Twilio credentials are still there.

✍️ Note: Turning off SMS Messaging doesn't turn the Twilio add-on back on. You need to turn it on yourself.

💰 Usage & Spending Limit

Click the arrow to learn how to track usage and set a spending limit

The SMS Messaging slide-out shows how many segments you've used against your 1,000 free segments for the current billing cycle. Your monthly usage resets at the start of each billing cycle.

The spending limit is controlled by the Auto-pause SMS at spending limit toggle. When the toggle is on, you can set a Monthly overage cap ($). The cap applies only to overage spending beyond the 1,000 free segments. An estimated segment count appears below the cap so you can see roughly how many segments you can send before SMS pauses.

With a cap of $0.00, SMS pauses once you reach 1,000 segments in the billing cycle.
With a dollar cap, SMS pauses once overage spending reaches that amount.
If you lower the cap during a billing cycle and your current spending is already above the new cap, SMS pauses right away.
A multi-segment message that's already in progress finishes before the pause takes effect.

🧠 Example: If your cap is $0.00 and you reach 1,000 segments in the middle of the billing cycle, SMS pauses. Messages sent while SMS is paused are not held and are not sent later.

When SMS pauses, you'll see this message: SMS paused — your spending limit has been reached. Sending resumes at the start of the next billing cycle, as long as the toggle stays on.

📬 Delivery Status

Click the arrow to learn how to view delivered and failed texts

Delivered and failed texts appear in the Email Report (aka Email History) and on the customer profile. Each failed text shows the reason it failed. Failed texts are logged and shown in these places. Dash doesn't retry failed texts.

Customer Profile View

Email Report View

📣 Reminder Channels

Click the arrow to learn how to set reminder channels

You can set how each reminder is sent in Company Settings:

Go to Company Settings, then select Company in the left menu.
Scroll to the Customer Settings section.
For each reminder, select the dropdown next to it and choose Email only or Email and SMS. The reminders are Membership Reminders, Schedule Reminders, and Waiver Reminders.

Each reminder also has a Days field that sets how many days before the event the reminder is sent.

Turning off SMS by Dash doesn't turn off email reminders. If neither SMS path is enabled, Email only is the only option, and it can't be changed.

💡 Pro Tips

🔎 Check the usage line before a large send so you know how many of your 1,000 free segments remain.
📌 Set a dollar cap you're comfortable with before a busy period, so SMS doesn't pause in the middle of a send.
✅ Before you lower your spending cap, check your current spend. If you're already over the new cap, SMS pauses right away.
🧭 Leave room below your cap. A multi-segment message already in progress finishes before the pause takes effect, so spend can exceed a cap set exactly at your limit.
📤 Check the Email Report after a campaign. It shows delivered and failed texts, and each failed text includes its reason.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.