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Message your Clients through an Invite
Message your Clients through an Invite

How to interact with your clients within an Invite to keep your related messages together

Michael Chang avatar
Written by Michael Chang
Updated over a week ago

In this guide we'll simplify Messaging by using the Message System within an Invite to communicate with your client. This saves creating messy email threads where the conversation is lost.

In this guide:

  • Messaging Clients through the Messaging System of an Invite

1. Open up the Invite you'd like to access from the Dashboard or Invites page, by selecting the Invite Subject or the Expand icon on the right hand side.

2. Select the Messages tab at the top of the Invite to see all Messages of the Request

  • Any Messages a Client sends you will appear here

  • Any Messages you have sent through the Invites life-cycle - Including the initial message sent with the Invite

3. Simply enter your message inside the Message Box and select the Recipient. By default, it will be sent to all contacts in the Invite. Once done, hit the send button!

When your client sends you a message, you also have the option to reply to that particular message in the box provided and clicking the reply button after.

❗ Note: To ensure your client receives your update message, check you have the setting enabled for email/SMS Notifications for sent Messages. See our guide here for more info.

Additional Features

If you need a copy of the message history, you have the option to generate a printable copy of the document by clicking the print button.

This is quite handy for documentation and compliance purposes!

πŸŽ‰Say goodbye to messy email chains! You've got it all under one roof now! πŸŽ‰

πŸ˜“ The steps not working as you'd expect. We'll solve that in the chat bubble! 😎

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