--- title: How To Setup OpenPhone Account description: Signing up for OpenPhone is not a requirement for basic text functionality on GoTab. Our integration with OpenPhone offers increased visibility and functionality directly through OpenPhone. Check out --- [Skip to content](https://success.gotab.io/knowledge/openphone-account-setup#main-content) English Show submenu for translations ![GoTab Logo - White.png\]](https://success.gotab.io/hs-fs/hubfs/GoTab%20Logo%20-%20White.png?height=40&name=GoTab%20Logo%20-%20White.png) Open main navigation Close main navigation - English Show submenu for translations - Go to gotab.io Go to gotab.io Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [GoTab Help Center and Knowledge Base](https://success.gotab.io/knowledge?hsLang=en) 2. [Integrations](https://success.gotab.io/knowledge/integrations?hsLang=en) 3. [OpenPhone](https://success.gotab.io/knowledge/integrations?hsLang=en#openphone) # How To Setup OpenPhone Account Signing up for OpenPhone is not a requirement for basic text functionality on GoTab. Our integration with OpenPhone offers increased visibility and functionality directly through OpenPhone. Check out their features and pricing [here](https://www.openphone.com/pricing).  If you'd like to take advantage of the additional business benefits and features OpenPhone has to offer and utilize our integration with OpenPhone for your guest SMS messaging within the GoTab platform, you must do everything below in order to be compliant SMS messaging laws and regulations. ### What Do I Need To Do? 1. Click [here](https://www.openphone.com/pricing)to sign up for a Starter level account with OpenPhone. Below we have step by step instructions on the [OpenPhone sign up process.](https://success.gotab.io/knowledge/openphone-account-setup#OPStepByStep) 2. Complete the brand and campaign registration process through OpenPhone. Below we have step by instructions for the [SMS number registration process](https://success.gotab.io/knowledge/openphone-account-setup#OPNumberRegForText). 3. If you wish to communicate with guests with international phone numbers, learn how to do so [here](https://support.openphone.com/hc/en-us/articles/1500009885501-How-to-enable-international-calling-on-your-OpenPhone-account#how-to-enable-international-calling-on-your-openphone-account-0-0). 4. If you have multiple store locations, you only need one OpenPhone account, but each store will need a dedicated phone number, you may need a [shared phone number.](https://www.openphone.com/blog/how-to-share-a-business-phone-number-with-your-team/) 5. ***Only after*** you have received confirmation from OpenPhone via email or are seeing your SMS campaign registration from Step 2 showing all verified and approved, please contact your dedicated GoTab Account Manager. Please provide your account manager your approved, registered OpenPhone number and API key (Steps 12 and 13 of SMS registration). Steps 1,2 and 5 are the *minimum* steps required to continue with your current GoTab SMS functionality. **OpenPhone Account Creation** Step 1- Add an email address and verify with the 6 digit code sent to that email address. ![OP Step 1 Enter Email](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%201%20Enter%20Email.png?width=318&height=484&name=OP%20Step%201%20Enter%20Email.png) ![OP Step 2 Verification From Email](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%202%20Verification%20From%20Email.png?width=325&height=483&name=OP%20Step%202%20Verification%20From%20Email.png) Step 2- Click For Business and Enter Business Information. For now, most will choose "Just Me" and "My Team" and leave the "Allow Anyone" unchecked at the bottom. Adjustments and additions to your account can be made after the account is setup.  ![OP Step 3 New Welcome](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%203%20New%20Welcome.png?width=370&height=628&name=OP%20Step%203%20New%20Welcome.png) ![OP Step 4 Business Name Leave Unchecked](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%204%20Business%20Name%20Leave%20Unchecked.png?width=295&height=629&name=OP%20Step%204%20Business%20Name%20Leave%20Unchecked.png) Step 3- Verify with a mobile number. ![Screenshot 2024-09-10 101215](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-10%20101215.png?width=375&height=469&name=Screenshot%202024-09-10%20101215.png) Step 4- You now have an OpenPhone Number. Click Continue.  *There is an option to port an existing number for your location after completing the OpenPhone account setup process.* ![Screenshot 2024-09-10 101518](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-10%20101518.png?width=360&height=489&name=Screenshot%202024-09-10%20101518.png) Step 5- Choose Starter Plan and Payment Info.  Both the Starter Plan and Business Plan will work with GoTab. The Starter Plan is the minimum needed in order to continue with SMS functionality within GoTab.  ![Screenshot 2024-09-10 103503](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-10%20103503.png?width=400&height=281&name=Screenshot%202024-09-10%20103503.png) ![OP Step 8 Billing Info](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%208%20Billing%20Info.png?width=255&height=281&name=OP%20Step%208%20Billing%20Info.png) Step 6- Click "Skip for now" on Invite your team screen. ![OP Step 9 Invite Team SKIP FOR NOW](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%209%20Invite%20Team%20SKIP%20FOR%20NOW.png?width=350&height=420&name=OP%20Step%209%20Invite%20Team%20SKIP%20FOR%20NOW.png) Step 7- Add password to your OpenPhone account. *Adding a password is optional. Skip and finish means you receive a text to login in lieu of a password.* ![OP Step 10 Password if you so choose](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%2010%20Password%20if%20you%20so%20choose.png?width=350&height=391&name=OP%20Step%2010%20Password%20if%20you%20so%20choose.png) This completes the OpenPhone account creation process and you'll now be on the OpenPhone home screen pictured below.  ![OP Step 11 Welcome to OpenPhone](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%2011%20Welcome%20to%20OpenPhone.png?width=688&height=353&name=OP%20Step%2011%20Welcome%20to%20OpenPhone.png) *Please note that this only completes the OpenPhone account creation process. Complete the registration steps below to become compliant with SMS regulations and industry standards. These steps are required in order to continue with business-to-consumer text messaging.*   **OpenPhone Number Registration for Text Messaging** **Step 1**- Navigate to Settings--Trust Center--Register Now. If your account was created under a free 7 Day Trial, you will have to click the "upgrade to a paid plan" first. Once on a paid plan, the "Register Now" will show. **![OP Step 12 Trust Center (1)](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Step%2012%20Trust%20Center%20(1).png?width=688&height=332&name=OP%20Step%2012%20Trust%20Center%20(1).png)** **Step 2**- Enter Your Business Registration Number (EIN) ![Screenshot 2024-10-04 144240](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Screenshot%202024-10-04%20144240.png?width=688&height=298&name=Screenshot%202024-10-04%20144240.png) **Step 3**- Complete Business Details.  ![OP Registration Step 2 Legal Business Name](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Registration%20Step%202%20Legal%20Business%20Name.png?width=688&height=541&name=OP%20Registration%20Step%202%20Legal%20Business%20Name.png) *Please note that the information above needs to match **exactly** as it appears when registered. The review process is automated and seemingly minor discrepancies can be flagged. For example, if **Knowledge Base LLC** is the legally registered business name and **Knowledge Base, LLC** is entered above, the review will fail. In this example, we unintentionally added a comma that isn't part of the registered business name.*  **Step 4**- Enter Main Point of Contact Information. ![Screenshot 2024-09-12 015251](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-12%20015251.png?width=688&height=544&name=Screenshot%202024-09-12%20015251.png) **Step 5**- How Will Your Business Use Text Messaging? Enter this exact message below. "We are a restaurant and we send order confirmations, receipts, order status updates, links to redeem digital gift cards and coupons to our customers using SMS from our point of sale." ![Screenshot 2024-09-10 115326](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-10%20115326.png?width=688&height=494&name=Screenshot%202024-09-10%20115326.png) **Step 6**- Provide Message Examples.  ![OP Registration Step 6 With Both Showing Example Messages](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Registration%20Step%206%20With%20Both%20Showing%20Example%20Messages.png?width=688&height=528&name=OP%20Registration%20Step%206%20With%20Both%20Showing%20Example%20Messages.png) Enter these messages below with ***your*** business name replacing the bracketed \[your business name\]. Please leave the \[link\] bracketed part of each message. Example Message 1: "Your order is confirmed with \[your business name\]. Your receipt \[link\]. Text STOP to opt out, HELP for info." Example Message 2: "Thank you for your gift card purchased from \[your business name\]. View and claim your gift card here: \[link\]" **Step 7**- Keep "I'll update an existing Privacy Policy" checked and click Next. GoTab has a written-in privacy policy already. ![Screenshot 2024-10-16 094332](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-10-16%20094332.png?width=688&height=616&name=Screenshot%202024-10-16%20094332.png) **Step 8**- Click Digital consent as method of collecting text message consent. Copy and paste the link below as where it asks for a link to the online form. This link takes you to a screenshot of our customer receipt page where guests opt-in for texts. https://gotabpublic.s3.amazonaws.com/gotab-sms-consent.png ![Screenshot 2024-10-16 094731](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-10-16%20094731.png?width=604&height=812&name=Screenshot%202024-10-16%20094731.png) **Step 9**- Read and confirm by clicking the checkbox at the bottom that you will not engage in any SMS messages in violations of industry standards and regulations.  ![OP Registration Step 10 Arrow to Checkbox](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Registration%20Step%2010%20Arrow%20to%20Checkbox.png?width=688&height=783&name=OP%20Registration%20Step%2010%20Arrow%20to%20Checkbox.png) **Step 10**- Confirm registration fees and submit. ![OP Registration Step 11 Confirm One-Time Registration Fee](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/OP%20Registration%20Step%2011%20Confirm%20One-Time%20Registration%20Fee.png?width=688&height=532&name=OP%20Registration%20Step%2011%20Confirm%20One-Time%20Registration%20Fee.png) *Please note that the $19 one-time charge shows as two separate charges. One for $15 and another for $4.*  **Step 11**- Your registration is now in review. Wait on the screen shown below for 1-2 minutes while the quick initial automated review of your Brand registration takes place. This will find any smaller issues such as a typo or mismatched legal business name. ![Screenshot 2024-09-10 161224](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/OpenPhone%20Pics/Screenshot%202024-09-10%20161224.png?width=688&height=523&name=Screenshot%202024-09-10%20161224.png) After 1-2 minutes on the above screen and your Brand registration is still showing "In review", you can navigate away from this page. **Step 12**- Keep an eye out in your email inbox for any error notifications, as well as for a registration approval email from OpenPhone. You can also check the status of your registration but heading to Settings--Trust Center in OpenPhone, as well. ![Screenshot 2024-10-21 093342](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Screenshot%202024-10-21%20093342.png?width=688&height=439&name=Screenshot%202024-10-21%20093342.png) **Step 13**- Only after you received email confirmation of registration approval and see the above highlighted approved messages in the Trust Center of your new OpenPhone account, navigate to Settings--API API and click Generate API Key. Please provide your OpenPhone number and this newly generated API key to your GoTab account manager.  ![Screenshot 2024-10-21 092324](https://success.gotab.io/hs-fs/hubfs/Knowledge%20Base%20Assets/Screenshot%202024-10-21%20092324.png?width=688&height=260&name=Screenshot%202024-10-21%20092324.png) **Registering Multiple EINS? (Think regional manager of 3 locations)** You may use an email alias to create OpenPhone accounts for each location and then register each location for business-to-consumer SMS messaging. Most people can use [Plus Email addressing](https://kb.uconn.edu/space/IKB/10731880518/What+is+Plus+Email+Addressing+and+How+Do+I+Use+It%253F) whereby you can use one email address, with slight variations as aliases. Example. You're the manager of 3 Knowledge Base locations and need to sign up, and register phone numbers for SMS compliant messaging for each location. You use the following email address knowledge.base@knowledgebase.edu for all locations but you need 3 different email addresses, one for each location to register.  When signing up with OpenPhone, the first Knowledge Base location email would be the actual email address knowledge.base@knowledgebase.edu. Now, the second Knowledge Base location email is where we could start using the Plus Email addressing. We could type in knowledge.base+location2@knowledgebase.edu as our email address. It's still going to knowledge.base@knowledgebase.edu but we simply add the +location2 (or whatever is relevant for you) to make it an alias.  Proceeding with this example, we are now ready to sign up our third Knowledge Base location. This email address could be knowledge.base+location3@knowledgebase.edu.  **IF** the above method does not work with your email provider, you may receive an error or message that the email address is unable to receive mail. You can also create multiple aliases for the same email address through your email provider. 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