Enabling Two-way Texting Between Host and Visitor

You can set up Greetly to have two-way text conversations between visitors and hosts. Please note that this feature is only available to Pro plan members. 

You must be a Global or Location Admin logged into your web portal account to make these changes.

Adding a Telephone Number to Your Profile

Before enabling SMS/Text notifications, ensure that you have a telephone number listed in the Text section of your profile.

Click on your profile and choose Profile Settings

Greetly Admin Portal - Profile dropdown menu open - Dec 2024

The Profile Settings screen then opens.

Enter the telephone number in the Text field, if it is blank.

VM - Enabling twoway texting -  Add number - April 2025

Scroll down to the Notifications section, and toggle SMS/Text on.   

VM - Enabling twoway texting -  Enable texts - April 2025

Click on Save at the bottom of the screen.

Enabling SMS/Text Notifications

Click on Check-in Options.

check in options icon

Click on the Location tab.

Then click on Notification Preferences

Toggle SMS/Text to on.  

VM - Enabling twoway texting -  Enable texts in location - April 2025

Click on Save.

Enabling Collection of Visitor Telephone Numbers

You must ensure that the visitor telephone numbers are collected during the check-in process for two-way texting to function.

Click on Check-in Options.

check in options icon

Choose the required button and click on Edit button options.

Place a check beside the Phone Number box under the section "Do you want the visitor to enter any information about themselves?"

VM - Enabling twoway texting -  Collect visitor number - April 2025

Receiving a Two-Way Text Notification

You will receive a text notification when the visitor checks in, and you have a 15-minute window to respond before the chat times out. 

Sample text message notification and user's response to visitor

VM - Enabling twoway texting 1 - April 2025

Sample text message response to visitor

VM - Enabling twoway texting - April 2025