Overview

Messages inbox has an updated look & feel with a sleek, simple design. Messages inbox is still accessed from the Messages tab in the dashboard. We’ve created more of a focused view for active conversations, and you can still access the same functions as before. Keep reading to see what’s new.

Inbox now has a tab view for “Open” and “Closed” conversations.

Select a client text thread in the left-hand inbox view to open a conversation.

Reference tags next to the client name.

Click on the note icon in the top right corner of a conversation to add a conversation note.

Click on the client name to expand the client profile mid-conversation.

Close the client profile by clicking the ‘X’ to return to the conversation.

Close a conversation by clicking the close icon in the top right corner.

Closed conversations will appear in the “Closed” tab.