Saved Messages

PocketSuite’s Messaging feature allows you to save time and energy when communicating with your clients by creating Saved Messages. Saved Messages are message templates that you can send to clients and are especially helpful when you need to send the same message over and over again.

To get started, make sure that Saved Messages are enabled by going to “Settings” > “Features” and toggling “Saved Messages”.

In this article:

Learn how to create your own Saved Messages
Manage and edit your existing Saved Messages
Send your Saved Messages to clients

How to create your own Saved Messages

To get started, go to “Settings” and tap on “Saved Messages”. Tap on the “+” in the top right corner.

Now you may begin editing your Saved Message’s contents! Begin by giving your message a descriptive title so you know what it will be used for.

Now you may begin customizing the body of your Saved Message. In addition to regular text, PocketSuite provides your Saved Messages to be instantly personalized upon being sent with the Dynamic Fields feature. To explore the dynamic fields available to you, tap on “Explore more fields”.

Saved Messages are also a great way to send forms and contracts to clients via links without having to re-send every time. Include your SuiteLink in Saved Messages to allow your clients to book you more easily!

Tap “Save” when you are satisfied with your message. Your Saved Message will be saved to the app and you may come back to it at any point.

How to manage and edit existing Saved Messages

To manage and edit your current Saved Messages, go to “Settings” > “Saved Messages”.

To edit a Saved Message, tap on the Saved Message you would like to edit. Tap on the field you would like to edit.

To delete a Saved Message, tap “Delete saved message” or swipe left on the Saved Message and tap “Delete”.

How to send Saved Messages

To send a saved message to a client, begin by tapping on the “Messaging” icon at the bottom of your screen.

Select the client you would like to send the Saved Message to or tap the pencil and paper in the top right corner if you need to start a new message thread with them.

Tap on the “+” in the bottom left corner of your screen. Tap “Send a saved message”.

Select the Saved Message you wish to send to the client.

If you wish to edit the Saved Message, you may do so at this step. If you would like to schedule the message to be delivered at a certain time, you may specify by tapping on “Date & time”. Saved Messages that are scheduled to be delivered at a later time can be tracked in your Messaging Dashboard. Tap “Schedule Message” to schedule your Saved Message. If you are not sending a scheduled message, tap “Save” when you are satisfied with your message’s settings.