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Getting to know your inbox

Your Inbox is where all your business communications come together. From here, you can respond to incoming requests, create new requests for clients, and manage everything in one place.

Inbox Folders

Your Inbox has several folders to help you organize your messages:

  • Inbox: The place where all your incoming messages are stored.
  • Require Your Attention: Messages that haven't been viewed yet.
  • Follow Up: Messages marked for follow-up.
  • Archived: Messages that have been archived.
  • Deleted: Messages that have been deleted. 
  • Sources: Filter messages by the conversation source.

Create a New Item

You can create any of the following items directly from your Inbox:

  • Invoice
  • Estimate
  • Record Payment
  • Project
  • Message
  • Appointment
  • Share Document
  • Add Internal Document
  • Request Signature

To create a new item:

  1. Open the platform.
  2. Go to Inbox.
  3. Click the New dropdown button.
  4. Select an item from the menu.

Refresh Button

To see any new messages received since the last time your Inbox was loaded, simply click the Refresh button .

Select Dropdown Button

This lets you select or deselect all the messages in your Inbox.

To select or deselect messages:

  1. Open the platform.
  2. Go to Inbox.
  3. Click the Select dropdown button.
  4. Select All or None.

Managing Messages

When you select one or more messages, you'll see several action buttons to help you manage them.

Set a Reminder

Set a time frame to follow up on the selected message. A reminder email will be sent on the chosen day and the message will move to the Follow Up folder.

To set a reminder:

  1. Select the message(s) you want a reminder for.
  2. Click the Remind me in... button.
  3. Choose a day and/or time for the reminder.
  4. Optional: Add a note.
  5. Click Set reminder when you're done.

Note: You can't control which notifications appear in your Inbox.  However, you can stop email notifications from being delivered to your account.

Delete or Archive a Message

To delete or archive a message:

  1. Select the message(s) you want to delete or archive.
  2. Click either the Delete or Archive button.
  3. Click OK to confirm your action.

Mark a Message as Unread, Read, or Spam

To mark a message:

  1. Select the message(s) you want to mark.
  2. Click the More dropdown button.
  3. Choose one of the following options:
    1. Mark as unread: The message will return to your "Unread" state.
    2. Mark as read: The message will be marked "Read" and unbolded.
    3. Mark as spam: The message will be moved to the "Deleted" folder.

Managing Conversations

Managing your conversations in the Inbox helps you stay organized and keep track of all your conversations using the conversation page.

To access the conversation page:

  1. From your Inbox, click the client you want to chat with.
  2. The conversation page will appear on the side.

You can access the following options in the conversation pane by clicking the icons that match what you need:

  • Info: Quick overview of the client, project, notes, and key activities.
  • Conversation: Main interactions like messages, documents, and appointments.
  • Notes: Add a note for this conversation.
  • Bookings: View upcoming or past bookings.
  • Payments: Transaction history with the client.
  • Documents: Shared documents with the client.
  • Contact: Client contact information.

Expand the Conversation Page

Expanding the conversation page gives you a broader view of the conversation and takes you to the Projects page. There, you can see all the client or project details at once, along with the same actions available on the Inbox page.

To expand the conversation page:

  1. From your Inbox, click the client you want to chat with.
  2. The conversation page will appear on the side.
  3. Click the arrow icon to expand the conversation page.

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