Client Messaging (Chat)

Client Messaging lets you communicate with customers instantly through a secure, centralized inbox—streamlining conversations, improving response times, and enhancing client satisfaction.

Easily share links, eForms and keep entire client chat history in one place so all assigned staff can stay in the loop.

Clients send and get SMS messages on their phones. A client can also use the Chat section on the website.

Managers and staff can see every message sent or received (by the clients they're assigned) in the Chat section.

The Chat page is made up of three sections.

The list of clients and filters are on the left. You can filter by a date range and look for a specific client's messages.

The middle section has the list of messages. This list includes messages from all Staff, manager and system-generated messages. So any one staff member will see the entire history of the client's messages.

On the right hand side are Contextual details about the client, such as previous and upcoming appointments, invoices, etc.

You can send clients messages with photo, video or file attachments.

You can also send clients messages with Links:

- a booking link for a specific Service,

- a link to fill out a Form,

- other system-generated links are easy to select.

Click on the Add button:

Staff permissions need to be set in order for staff members to use the Chat feature. Click on a staff member, go to Permissions and scroll down to the Text messaging section:

Chat - client messaging

Client Messaging (Chat)