SMS & WhatsApp Opt-in per Trip

This functionality allows operators to collect explicit customer consent per trip for receiving communications via SMS and/or WhatsApp during the sales flow (Back Office and Websales).
Consent is trip-specific, meaning a customer’s preference applies only to the trip being purchased and does not carry over to future bookings.
This ensures compliance, clear customer choice, and precise targeting for operational notifications (e.g., manifest notifications).

This feature applies to:

• Back Office sales flow
• Websales flow
• Manifest notifications (SMS / WhatsApp)
• Administration configuration

Administration Configuration
To configure notifications, navigate to Administration -> Notifications -> SMS and WhatsApp

Twilio Integration Requirement

• Twilio Integration

To fully enable SMS and WhatsApp notifications, the Twilio integration must be enabled and properly configured.

Configurable options:

• Enable / disable SMS notifications
• Enable / disable WhatsApp notifications
• Select messaging provider (e.g., Twilio)
• Require phone number confirmation
• Set default phone prefix (area code)

Define default opt in state:

• SMS checked by default
• WhatsApp checked by default
• Both
• Neither

  These settings directly control what appears in the sales flow.

Sales Flow Behavior

At the final page of the sales flow, the system must evaluate the operator’s configuration:

• If SMS notifications are enabled -> display an SMS opt in checkbox
• If WhatsApp notifications are enabled -> display a WhatsApp opt in checkbox
• If both are enabled -> display both checkboxes
• If neither is enabled -> no communication opt in options are shown

Each checkbox represents the customer’s consent for that specific trip.

Phone Number Confirmation
If SMS or WhatsApp is enabled and requires phone number confirmation:

• A second phone number confirmation input must be displayed
• The customer must enter the phone number twice
• Both phone inputs must match exactly
  Considerations
• If values do not match -> block completion and show validation error
• If values match -> allow checkout completion
• This applies independently to SMS and WhatsApp based on configuration.

  Validation rules

Notification Behavior (Manifest Notifications)
When an operator sends a notification using the Manifest Notifications feature:

• Only customers who explicitly opted in for that trip will receive the message
• Customers without opt in must not receive any SMS or WhatsApp message