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Using your Inbox for Client Management & Communication

Say goodbye to communication overload. Dive into advanced features like filters, tags, and follow-up reminders to streamline your client interactions.

Communicating from Your Inbox

When you click on an inbox item, you'll see the "Conversation" page, which displays all of your interactions with clients.

To access your inbox:

  1. Open the platform.
  2. Click Inbox.

After clicking the relevant item/client, you can:

  • Click on specific conversation items to take relevant actions (Rescheduling, taking payments etc.) 
  • Use the message bar below the thread to message clients directly
  • Take "Quick Actions" by clicking the plus icon  , then the relevant action

Inbox Features

Your inbox serves as a central hub for managing client communications, including booking requests, confirmations, and shared documents for both existing and prospective clients.

Inbox Folders

There are three platform-specific inbox folders:

  • Require Your Attention: Contains any exchanges and requests you have not replied to. When a lead existing client requests an appointment, it will be shown here.
  • Follow Up: Items marked as "Remind me" for follow-up
  • Sources: How clients and leads have reached you    

Creating a Follow-Up Reminder

To create a follow-up reminder:

  1. Open the platform.
  2. Click Inbox.
  3. Check the box next to the relevant message.

  1. Click Remind me in...
  2. Under "Set a Reminder", click the caret icon , then the reminder time.
  3. Optional: Add a note. This will only be visible to you.
  4. Click Set Reminder.

The item will now be forwarded to your "Follow-up" folder.

Tip: Check your "Require Your Attention" folder to follow-up on requests and messages you haven’t replied to yet.

Re-Assigning Clients 

To assign an item to another staff member:

  1. Open the platform.
  2. Click Clients.
  3. Click on the relevant client.
  4. There are 2 options to add staff:
  • For Primary Staff: Next to "Primary Staff", click Change. You can choose to reassign these appointments by checking the box.
  • For Additional Staff: Next to "Additional Staff", click Save

  5. Click the caret icon , then select the new staff member.

  6. Optional: Enter a message for the new staff.

  7. Click Save.

Archiving Inbox Messages

To archive an inbox message:

  1. Open the platform.
  2. Click Inbox.
  3. Check the box next to the relevant message.
  4. Click Archive.
  5. Click OK.

Important: We recommend you archive conversations instead of deleting them. Deleting is permanent, and will remove all traces of interactions with the client from your account (Invoices, past payments, appointments etc.) This cannot be reversed.

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