Clarity Setup

Introduction

Clarity integration allows for Incoming Calls, Click-To-Call and Two Way Texting. 

This guide provides a step-by-step walkthrough for configuring SmartWare for Clarity phone calls and text messaging.  

Prerequisites

Before proceeding with setup, ensure you have:   

• Access to a SmartWare account with Owner or Manager privileges.
• Your Clarity account is already set up.
• You have access to your Clarity username, password and SMS "From" Number.

Clarity Contact Information

For questions regarding your Clarity account, please reach out to Clarity using the following contact details:

• Phone: [phone]
• Email: [e-mail]

When contacting Clarity, you can expect to receive the following information: 

• Username
• Password
• SMS "From" Number

Here's an overview of Clarity's process: 

• Quote and Registration:
  • Clarity's Customer Success team will send you a quote for $1 for the new texting phone number. If you do not have an active TCR registration with Clarity, they will advise you to complete Clarity's internal form for TCR registry.
  • NOTE: Please note that Clarity will complete the TCR registration on your behalf, and any associated TCR charges will be passed through to you. 
• Activation:
  • Once you accept the quote, the texting phone number will be ordered and activated.  Subsequently, the Clarity Operations Team will email you your credentials.
• Please be aware that this process typically takes 24-48 business hours to complete. 

Phone System Setup 

Setup between Clarity and SmartWare for Phone integration is a two step process for Inbound and Outbound Calls.

You will need to follow the instructions below for setting up both Inbound and Outbound Phone integration between Clarity and SmartWare.

Inbound Phone Integration:  

Inbound Phone Integration allows you to receive incoming calls into SmartWare, track answered calls, and capture additional call details.  

To setup Inbound Phone integration between Clarity and SmartWare, follow these instructions:  

1. Navigate to Phone System Setup:
   • From SmartWare: Begin the setup process by navigating to Setup Franchise (menu) -> Setup (submenu) -> Options (drop-down) -> Phone System Setup (option)
2. Phone System Setup Screen: 
   • The following Phone System Setup screen will appear.
   • Below is an explanation of the different options available:

     Option	Functionality
     1. PBXFranchiseID	This is provided to you by Clarity
     2. Username	The username is the same username you use to log into the Clarity website. NOTE: If you are unsure of your Clarity login details, click 'Forgot Login Name' on the Clarity Voice login page for assistance.
     3. Password	The password is the same password you use when you log into the Clarity website. NOTE: If you are unsure of your Clarity login details, click 'Forgot Password' on the Clarity Voice login page for assistance.
     4. Connections Status	Indicates the current status of your connection to the Phone System Provider Not Connected: Indicates SmartWare and Clarity are not connected.   You need to enter your Clarity Name and Password then click the Connect button to connect SmartWare and Clarity. Connected:  Indicates SmartWare and Clarity are connected and you can begin using the Phone integration within SmartWare
     5. Connect / Re-Connect	This button allows you to connect or reconnect your SmartWare to the Phone System Provider: Clarity Connect (button): After entering your Username and Password, click the 'Connect' (button) to connect SmartWare to Clarity.  Re-Connect (button): If SmartWare and Clarity become disconnected, re-enter your Clarity Username and Password, then click the 'Re-Connect' (button) to restore connection between SmartWare and Clarity.

3. Phone System Setup Process: 
   • Select 'Clarity' from the Phone System Provider dropdown. 
   • Enter your PBXFranchiseID provided by Clarity
   • Fill in your Clarity Username and Password
   • Click 'Save' (button). Once saved, the 'Connect' (button) will turn blue.
   • Click the blue 'Connect' (button) to connect SmartWare to your Clarity account. Upon successful connection, the Connection Status will change to 'Connected'
4. You've now completed connecting Clarity Phone integration with SmartWare and can start receiving incoming call popups from Clarity in SmartWare. 

Please continue to Outbound Phone Integration section if you would also like to enable 'Click to Call' between Clarity and SmartWare.

Outbound Phone Integration (Click-To-Call):  

Outbound Phone Integration, also know as Click-to-Call, enables you to initiate calls from SmartWare out to your Clarity phone and then to a customer.   

To setup Outbound Phone integration between Clarity and SmartWare, follow these instructions:  

1. Setup a Click-To-Call Phone Number:
   • From SmartWare, navigate to Setup Franchise (menu) -> Setup (submenu) -> Options (drop-down) -> Communication (option)
   • The 'Franchise Communication Info' screen will appear. 
   • Click the (+) button to add a new communication record. 
2. Enter Details for Click-To-Call Phone Number: 
   • In the New Franchise Communication Info record, fill in the following details:
     • Type: Select 'Click to Call Phone'
     • Info: Enter your Clarity main phone number
   • Once both the Type and Info fields are filled in, click the 'Save' (button). 

You've now completed setting up the Click-To-Call feature in SmartWare and can begin using the 'Click-To-Call' feature throughout the software. 

SMS Setup

SMS Integration allows for sending and receiving text messages into SmartWare from Clarity

To Setup SMS (Two-Way Texting) integration between Clarity and SmartWare, follow these instructions

1. Navigate to SMS Setup:
   • From SmartWare: Begin the setup process by navigating to Setup Franchise (menu) -> Setup (submenu) -> Options (drop-down) -> SMS Setup (option)
2. SMS Setup Screen: 
   • The following SMS Setup screen will appear.
   • Below is an explanation of the different options available

     Option	Functionality
     1. Connections Status	Not Connected: Means SmartWare and Clarity are not Connected.  You need to enter your Clarity Name and Password then click the Connect button to connect SmartWare and Clarity. Connected:
     2. Username	The username is the same username you use to log into the Clarity website. NOTE: If you are unsure of your Clarity login details, click 'Forgot Login Name' on the Clarity Voice login page for assistance.
     3. Password	The password is the same password you use when you log into the Clarity website. NOTE: If you are unsure of your Clarity login details, click 'Forgot Password' on the Clarity Voice login page for assistance.
     4. Connect / Re-Connect	This button allows you to connect or reconnect your SmartWare to the Clarity SMS Integration (Two-Way-Texting) Connect (button): After entering your Username and Password, click the 'Connect' (button) to connect SmartWare to Clarity SMS (Two-Way-Texting). Re-Connect (button): If SmartWare and Clarity become disconnected, re-enter your Clarity Username and Password, then click the 'Re-Connect' (button) to restore connection between SmartWare and Clarity SMS (Two-Way-Texting).
     5. SMS "From" Number	This is the Clarity Phone number that customers will see text messages received from.  NOTE: If you are unsure of your Clarity SMS "From" Number, contact Clarity support for assistance

3. SMS Setup Process: 
   • Select 'Clarity' from the SMS Provider dropdown. 
   • Fill in your Clarity Username and Password
   • Under SMS "From" Number, enter in the From phone number you received from Clarity.
   • Click 'Save' (button). Once saved, the 'Connect' (button) will turn blue.
   • Click the blue 'Connect' (button) to connect SmartWare to your Clarity account. Upon successful connection, the Connection Status will change to 'Connected'

You've now completed connecting Clarity SMS (Two-Way-Texting) integration with SmartWare and can start sending and receiving text messages into SmartWare using your Clarity SMS integration.