Signup flow update — Twilio A2P compliance

1

Current state — what we ship today

Two modals, two compliance gaps Twilio caught.

Step 1 · current 2 compliance gaps

Create your free account

Start your 30-day trial of all Advanced features– no credit card required

or

Work email

Password

Must be at least 12 characters

I agree to the Terms of Use and Privacy Policy

I would like to receive offers and news

Already have an account? Log in

Gap A — "offers and news" links to SMS Terms but checkbox isn't an SMS opt-in

No phone collected on this page, no STOP/HELP/Msg-rates language, link mismatch. This is the specific thing Twilio flagged. Also pre-checked — another rejection risk.

Step 2 · current 1 compliance gap

Let's get to know you

A few quick details to get you started

First name

Last name

Phone (Optional)

🇦🇺 +61

↑ phone collected with zero SMS consent or disclosure

Gap B — phone collected without disclosure

If you collect a number with the intent to text, CTIA + Twilio require visible STOP/HELP, frequency, and rates language at the moment of collection. We provide nothing.

2

Updated flow

Same two-step signup. Step 1 loses both checkboxes. Step 2 gains an inline disclosure under the phone field. No new screens, no extra clicks.

Step 1 · updated

Create your free account

Start your 30-day trial of all Advanced features– no credit card required

or

Work email

Password

Must be at least 12 characters

By creating an account you agree to our Terms of Use and Privacy Policy.

Already have an account? Log in

Both checkboxes removed

Terms consent moves to under-button text — clicking "Create free account" is the consent action. "Offers and news" checkbox deleted entirely.

Step 2 · updated

Let's get to know you

A few quick details to get you started

First name

Last name

Phone (Optional)

🇦🇺 +61

By entering your number, you consent to receive texts from Carepatron. Msg & data rates may apply. Msg frequency varies. Reply STOP to opt out, HELP for help. SMS Terms · Privacy

Phone stays — disclosure added inline, no checkbox

Tapping Continue with a phone number provided = opt-in. No checkbox needed — Twilio accepts this if all required phrases are visible.

Spec

Hand-off for designer + engineer

What changes on each page

• Signup Step 1 — Remove both checkboxes ("I agree to Terms" and "I would like to receive offers and news"). Replace with a single line of small, centred grey text directly under the "Create free account" button.
• Signup Step 2 — Keep the phone field exactly where it is. Add the SMS consent disclosure as small grey text directly underneath the phone input. No checkbox — tapping Continue with a phone number provided = consent.

Exact SMS disclosure copy (Step 2, under phone field)

Use this verbatim — every phrase is CTIA-required:

By entering your number, you consent to receive texts from Carepatron. Msg & data rates may apply. Msg frequency varies. Reply STOP to opt out, HELP for help. SMS Terms · Privacy

Exact footer copy (Step 1, under button)

Small centred grey text, directly below the "Create free account" button. No checkbox.

By creating an account you agree to our Terms of Use and Privacy Policy.

All URLs referenced

• Terms of Use → https://www.carepatron.com/terms-of-service/
• Privacy Policy → https://www.carepatron.com/privacy-policy/
• SMS Terms of Service → https://www.carepatron.com/sms-terms-of-service

Twilio resubmission — "Call-to-Action / Message Flow" field

Paste this verbatim into the campaign form. Attach a screenshot of Signup Step 2 with a phone number filled in and the disclosure visible.

Users sign up at https://www.carepatron.com/sign-up. On Step 2 of the signup flow ("Let's get to know you"), users may optionally provide a phone number. Directly underneath the phone input field the following disclosure is shown: "By entering your number, you consent to receive texts from Carepatron. Msg & data rates may apply. Msg frequency varies. Reply STOP to opt out, HELP for help." Links to https://www.carepatron.com/sms-terms-of-service and https://www.carepatron.com/privacy-policy/ are adjacent to the disclosure text. Tapping Continue with a phone number provided constitutes opt-in. Users who opt in receive appointment alerts and billing reminders. STOP and HELP keywords are honoured by the Twilio auto-responder.

Prepared 2026-04-16 · Carepatron Growth · Twilio A2P 10DLC error 30924

carepatron.com

4

How other SaaS handle SMS consent

Five patterns observed in production. Our approach (Pattern C) is highlighted.

Pattern A Notion · Linear · Figma · Stripe

No phone at signup

Email + password (or OAuth) only. Phone is never collected during signup.

Email

Password

By continuing you agree to Terms & Privacy

Pattern B Calendly

Opt-in at the moment of value

Phone field appears only when booking a meeting, with disclaimer text inline. Per Calendly's docs, the SMS field "cannot be made mandatory."

Phone for SMS reminders (optional)

By providing your phone you agree to receive booking reminders via SMS. Reply STOP to unsubscribe. Msg & data rates may apply.

Pattern C · our approach Uber · Airbnb · DoorDash

Button-as-consent

No checkbox. The submit button is the consent action, with disclosure directly above it. Twilio accepts this if all required phrases are visible.

Mobile number

By tapping Continue, you agree to receive automated SMS messages. Msg & data rates may apply. Reply STOP to cancel. Terms

Pattern D Klaviyo "Tap-to-Text"

User initiates the SMS

A button opens the user's SMS app pre-populated with a keyword like JOIN. The act of sending the message is the opt-in.

Get text reminders

Text JOIN to (555) 123-4567 to enable SMS reminders.

Msg & data rates may apply. Reply STOP to cancel.

Pattern E Stripe · Shopify · SimplePractice

Phone in the billing/profile flow

Phone is collected later in account profile or billing setup, with separate notification preferences.

Notifications

Email reminders

Always on

Text reminders

Sent to +61 412 345 678