How to Text and Call From Senior Place

In this tutorial, we'll walk through the process of reserving a phone number and how to text a contact, and place a call directly from Senior Place.

How to Reserve a Phone Number

1) Navigate to SMS & Voice in My settings

1. Click Settings
2. Go to My settings
3. Click SMS & Voice

2) Click Reserve phone number

To text or call from Senior Place, you need to reserve a phone number, which is associated with your Senior Place account.

3) Reserve a number

1. Type in the Area Code you want the number to include
2. Choose the number you'd like to Reserve

4) Wait for the number to be active

Waiting ⏱️

Active ✅

Typically within 10 minutes, your number will be active. Once it says Active next to your number, you'll be able to send texts or calls from Senior Place.

How to Send a Text

1) Navigate to the message icon in a profile

Upon navigating to a Client, Community, or Referral profile, scroll to the Phone Number and click the message 💬 icon.

2) Obtain texting consent from the recipient

Before sending your first text to any number, you need to obtain consent for sending them messages from your new number. This can be done in one of two ways:

1. Ask the recipient to text "START" to your newly reserved Senior Place number.
2. Click I already have consent to manually record the date you received written consent elsewhere.

3) Write your first text and click Send

Note: A sentence will be added to the end of your first text (as seen in the screenshots below) to remain in compliance with texting regulations.

At this point, you can send your first text by typing in the text box and clicking Send.

4) View texting threads

When you receive responses, they will show up in Senior Place in two places:

Messaging module

In the Messaging module, you'll find all text threads across contacts.

Emails Sent

Within the Messages  tab of the relevant contact, you'll find your texting threads.

5) Get email notifications (optional)

If you want to receive email notifications about new texts, ensure the "Email me when I receive an SMS message" setting is checked within My settings > Notifications & Calendar.

How to Call

1) Navigate to the Phone Icon in a Profile

Calls can be placed by clicking the phone icon next to the phone number field in a client, community, or referral profile.

How to Change the Number Your Calls Are Forwarded To

By default, calls received at your Senior Place number will be forwarded to the phone number listed in your personal settings. If you'd like to forward your calls to a different number, you can easily update this setting. Here's how:

1. Navigate to the profile menu
2. Click My settings
3. Choose SMS & Voice
4. Select Another Number and enter the phone number where you'd like to receive your incoming Senior Place calls

How to Make Calls from Your Phone

If you'd like to make call direclty from your phone instead of your browser this is possible. Here's how to get this setup:

1. Navigate to the profile menu
2. Click My settings
3. Choose SMS & Voice
4. Scroll to Outgoing calls and select Your phone. Once you've selected this option, you'll be able to choose which number you'd like to make calls from.

Have more questions? Feel free to reach out to us at support@seniorplace.com!