How to Send a One-off Message

Click on the Clients page.

  1. Search for the desired Client by using the top left "Search Clients" field. You can search by Client First Name, Middle Name, Last Name, and Client Reference based on the agency's settings.

  2. Once you find the desired Client, click on their profile.

  3. Fill in the message that you'd like to send to the Client. Once you are happy with the message, click on "Send Message."

  4. Once the message is scheduled, it appears in the Scheduled Messages feed. Messages are scheduled based on the agency's default delay time.

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