How to Send a One-off Message

Step 1

Login to Staging Login to Production

Step 2

Click on the Clients page.

Step 3

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.

Search Clients by Last Name

Step 4

Once you find the desired Client, click on their profile in the Clients table.

Clients search results

Step 5

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

Clients page Send Message

Once the message is scheduled, you will see it appear in the Scheduled Messages feed. By default, messages are scheduled 5 minutes ahead.

Message scheduled