---
title: Add Phone Number & SMS Invites in GloveBoxHQ
description: GloveBoxHQ now supports SMS invites—add phone numbers, send single or bulk invites, and verify clients faster from the Overview or Clients pages.
---
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# Add Phone Number & SMS Invites in GloveBoxHQ
Agencies can now invite clients to GloveBox using **SMS** in addition to email. This enhancement gives agencies more flexibility when adding new clients or verifying existing ones—making onboarding faster and more accessible for policyholders.
The update introduces:
- A **phone number field** to the new client invite flow.
- The ability to **send invites via SMS** directly from the **Overview** or **Clients** page.
- Options to **invite individual users** or **bulk invite multiple users** from the **Unverified Client List**.
---
### What’s New
### 1. Add Phone Number to New Client Flows
- Agencies can now input a **client’s phone number** when adding them to GloveBox.
- SMS invites can be sent alongside or instead of email invites.
- Invites can be **revoked and resent** if needed.
- Once the client accepts the SMS invite, their account is successfully verified.
> This update applies to both the Overview Page and Clients Page workflows.
---
### 2. SMS Invites from the Unverified Client List
- Agencies can now send **SMS invites** to clients listed under **Unverified Clients**.
- Supports:
- **Single-user invites** (invite one person directly).
- **Bulk invites** (select multiple unverified clients using checkboxes).
- Once a user verifies via SMS, their record automatically updates in GloveBoxHQ.
---
### How It Works
1. **Add a New Client**
- Navigate to **Overview** → **Add New Client**, or open the **Clients** page.
- Enter the client’s details, including **phone number** (optional but recommended).
- Choose whether to send the invite via **Email**, **SMS**, or both.
2. **Unverified Clients**
- Open **Clients → Unverified Tab**.
- Select one or multiple unverified clients.
- Choose **Send SMS Invite** to trigger verification messages.
3. **Verification Process**
- Clients receive a secure SMS with an invitation link.
- Clicking the link verifies their account and connects them to your agency’s GloveBox.
- The system automatically marks them as verified in HQ.
---
### Technical Notes & Updated Scope
- A missing **email** or **phone** can only be added if an **invite** is sent.
- All contact attributes added through this process must be accompanied by an invite.
- The system now supports:
- Users with only a verified **phone**.
- Users with only a verified **email**.
- Users with both contact types, verified or pending verification.
> This change ensures that all contact methods (email or SMS) are verified and traceable within HQ.
---
### Benefits for Agencies
✅ **Faster onboarding** — clients can join with just a phone number.
✅ **Improved deliverability** — no more bounced or lost email invites.
✅ **Flexible communication** — choose the best channel for each client.
✅ **Cleaner data** — ensures verified contact information across all clients.
---
### Troubleshooting
If you encounter issues with SMS invites or missing contact information:
- Confirm that the **phone number is valid** and formatted correctly.
- Check that the **client record exists** and is associated with your agency.
- Review related guide: [Policy Info in GloveBox Not Updating](https://gbu.gloveboxapp.com/knowledge/policy-info-in-glovebox-not-updating?hsLang=en) for general troubleshooting steps on data syncing or unverified users.
---
---
**Key Takeaway:**
Agencies can now invite new or existing clients via **SMS** directly from GloveBoxHQ. This enhancement simplifies client onboarding, ensures faster verification, and provides flexibility for agencies to reach clients on their preferred communication channel.
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