PocketSuite’s Messaging feature allows you and your clients to communicate and coordinate on anything from invoicing to canceling appointments. Using PocketSuite’s messaging feature, messages are sent as SMS texts or delivered as in-app messages if the client has downloaded the client version of PocketSuite. Pros will receive a Premium Business line with their Premium+ plans.
In this article:
- Learn how to send a wide variety of customized messages to your clients
- Send messages to groups of clients through the group chat setting
- Manage your team members’ messages through the messaging dashboard
How to send a message to a single client
PocketSuite’s Messaging feature allows you to directly communicate with your clients about anything from invoicing to canceling appointments. To begin, tap on the messaging icon at the bottom of your screen.
You are now on your messaging dashboard. The messaging dashboard tracks all of your conversations with clients. To create a new message, tap on the pencil and paper icon in the top right corner.
Select the client you wish to send a message to. When you are finished, tap the arrow at the top right of your screen.
Now you are ready to start communicating with your client! In addition to having all of the standard features of a messaging app, PocketSuite allows you to schedule and conduct transactions with a client over text. Tap on the “+” to access options to schedule the client or send a saved message. Tap “More” to access options related to conducting transactions with the client.
You may choose to send the client an invoice, contract, form, or link, as well as charge, sell a package, place an order, sell a subscription and more. Tap on each to get started and follow the instructions on-screen.
How to send a message to a group of clients
PocketSuite’s Messaging feature allows you to communicate with groups of clients through the group messaging feature. To begin, open your messaging dashboard.
Tap on the pencil and paper icon in the top right corner to create a new message. Select the clients you wish to add to the group. When you are finished, tap the arrow.
You will now be taken to the screen below where you can customize your group’s name and its members. Toggle “Bcc group” if you would like all of your group members to receive their messages through SMS. Toggle “Bcc group” off if you would like all of your group members to receive their messages through the app. If a client does not have the PocketSuite app, it will be indicated next to their name.
Tap “Save” when you are finished.
You have successfully created a group! All SMS texts or messages you send in the group will be sent directly to the group members. All of their replies will be privately sent to you.
View your team members’ messages
PocketSuite’s Messaging function allows you to view your team members’ messages. This can be especially useful when trying to organize your availability. To get started, tap on “Team” from your dashboard.
You will now be able to view all of your team members. Tap on the three dots next to their name and select “View Inbox”.
You are now viewing the team member’s messages with clients. Make good use of this feature to coordinate with team members and to keep track of any unexpected changes in client scheduling.