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Apply or Remove Phone Number Text Checkbox

Text Checkboxes indicate that the primary and/or secondary phone number can receive text messages. This article describes how to manage the optional text checkbox for students, staff, and volunteers.

A phone number's text status appears on the Summary and Info screens.

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The directions below are written for students, but the same concept applies to staff and volunteers.

 

Add a phone Text Checkbox for new or returning students

Scenario 1: Create new student from scratch

Type the student's phone number and tick the Text Checkbox if the number can receive texts.

201521_phone_text_checkbox_-_scratch_new.jpg

Scenario 2: Add student to your site or re-enter former students

Apply the Text Checkbox when adding a student to your site from Person Search or using the Student Re-Entry form.

  • For a phone number already on the student record:
    (1.) Retype the existing phone number.
    (2.) Click the Text checkbox if the number can receive texts.
    201521_phone_text_checkbox_-_same.jpg

  • To add a Text checkbox to a new student phone number:
    (1.) Click the New Phone checkbox.
    (2.) Type the new phone number to be added to the student record.
    (3.) Click the Text checkbox.
    201521_NEW_phone_text_checkbox_-_add_reenter.jpg

 

Apply or remove the phone Text Checkbox for existing students

Turn the Text Checkbox on or off for students who are already in your site. 

  1. On the Students>Info screen, select the desired phone number row or click the pencil icon.
  2. On the Edit screen, select yes or no; save changes.
  3. Confirm the change on the Info or Summary screens.

200521_phone_checkbox_Info_Summary_screen.jpg

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