Connecting SMS providers can be complex and costly depending on your country of origin and what you intend to send because of a litany of restrictions from countries and regulatory bodies.
All SMS providers are configured from Settings → Integrations in the Lockii back office. Once connected, automated SMS messages send through your chosen provider based on your communication plans.
In the app: Settings → Integrations
QUO (formerly OpenPhone) lets you send customer SMS through your existing OpenPhone number.
Sign in to your OpenPhone/QUO dashboard and create an API key (Bearer token).
In Lockii, go to Settings → Integrations and click QUO SMS.
Step 1: Paste your API key and click Next. Lockii verifies the key and loads your available phone numbers.
Step 2: Select the number customers should receive SMS from and click Complete setup.
Configure your SMS message plans in Settings → Communications.
Only one SMS provider can be active at a time. Connecting QUO replaces any previously connected provider.
When QUO is your active SMS provider, the Call and Text buttons on a customer profile in the Lockii mobile app open the QUO app directly. Your team can reach customers from the same number they use for automated SMS, without copying phone numbers between apps.
Requirements:
QUO connected in Settings → Integrations
QUO mobile app installed on your phone
If QUO is not connected, the same buttons use your phone's default dialer and Messages app instead.
Bird is the more complex of our SMS integration, and requires verification with them and carriers but gives you more control over the process and view into whats going.
Go to https://app.bird.com/auth/sign-up and signup for an account.
navigate to the Developer section on the sidebar
Select SMS Setup and follow the steps to setup a new SMS channel.
if your looking to get going quickly in the US a toll free number does not require the same verification process as a 10DLC number.
We recommend reading through the advice Bird provides as you setup to ascertain the cheapest and fastest way to get started for your service area.
After creating a channel and completing all the setup required for it, do a test SMS in the Bird editor to your phone to confirm its working.
Then, in bird head to the API & Access page, Create an API Key, and call it Lockii, Copy the API Key and save it to input into Lockii. using the role organisation admin.
Then, in bird head to the Settings > Workspaces and select your workspace, and copy the Workspace ID field, you'll need this.
Now you can open Lockii, go to Settings > Integrations > Bird and paste in both the API Key from earlier, and the Workspace ID, if either are invalid or dont match up an error down the bottom right will inform you.
If connected successfully your now good to setup your first SMS, if you have issues with SMS you can find these errors in Bird to gain insight into why your messages aren't arriving.
Ensure channels have been fully setup, messages wont send if they are requiring any form of verification, if your receiving a no coverage error its most likely your sending has not yet been reviewed.
Turn on link shortening in Bird, this reduces the likelihood your links will be seen as spam, and means you can brand them even further.
Twillio is the more complex of our SMS integration, and requires verification with them and carriers but gives you more control over the process and view into whats going.
Go to twillio.com
Go to Account Management and copy the Account SID, you'll need it later.
Then go to API Keys & Tokens, and copy the live auth token, you'll need this later as well.
Then go to active numbers, and copy the full phone number, including country code, alternatively, copy over the messaging service SID.
Enter these details into Lockii, click connect.
Don’t forget to setup your SMS schedules in Settings > Communication.
Note: Twilio may require some changes to your checkout confirmation, booking terms and website to comply with Sender 10DLC requirements. See here for templates to help you meet these criteria.
Textbelt is the simplest, and quickest way to get started with SMS, however it can be complex to gain insight into issues with their rules and restrictions.
Follow the steps below to set up SMS messaging for your Lockii dashboard, keep in mind that textbelt does not provide the same insight into their sending process as other integrations, however providing your sending basic information it takes about ~2 minutes to setup.
Go to https://textbelt.com
Create a TextBelt Account
Select a tier and geographical region and pay the bill
Copy the resulting API Key
Go to lockii and Settings > Integrations > TextBelt and enter your API Key
API Key Issues?
If you intend on sending links you need to submit a link form to Textbelt detailing what links your sending - usually book.lockii.app links.
If your Quota keeps running empty without sending many messages you may be breaching one of their messaging policies, Please have a thorough read of their policies.
Book a meeting with our team or send an email, we understand this process can be a bit confusing!
Keep your API key secure and private
Monitor credit usage to avoid service interruption
Test messages before going live
Include clear opt-out instructions
Use concise, professional messaging
Always include your business name and contact info
