To help you stay on top of important conversations, you can enable private messages for any client that has connected through the mobile app. The Message Inbox is laid out similarly to the Facebook messenger platform, and you can chat in real-time from both the web and the app.

You can look for your clients in the list of ongoing conversations or start a new conversation by clicking on the Compose icon.  

Once you've located the client you want to send a message to, simply write your message in the text box at the bottom and click enter. You can click on the camera icon that allows sending images and videos to your clients.

If you would like to remind yourself to check back on a conversation, click on the “...” button and select Mark as unread either in the list of conversations, or the button at the top right corner of the selected conversation.

You can archive a chat by clicking on the “...” button at the top right corner. Once a conversation is archived, you can always use the Compose option to look for the client and start chatting with them again.

On the right side of your message inbox, you will find useful client details, such as:

If there's anything important to remember, you can add it to the notes section directly from here. You can also access the client overview by clicking on the client's name.

Pro tip: if you would like to disable direct messaging for a certain client, simply turn off the Messages feature in client settings. Check out how to manage features for a client here

To access messages, you just need to tap the Inbox icon. From there you can send clients an update, ask a question, send a video for a form check, or even send a voice note.