Facility: Using The Client Conversation Feed

Every client has a dedicated Conversation Feed where you can communicate directly with each client. The Conversation Feed will store a complete history of every message sent and received.

By default, messages sent through the client's Conversation Feed will be delivered by email. If enabled, clients can also receive push notifications of a new message if they have the Client App on their mobile device.

Sending A Message To A Client

To send a message to a client, first visit their profile. The first tab listed will be their Conversation Feed:

To add a new message, click on the box labeled "Add a Message...":

Begin typing your message. You can also add any number of attachments by clicking the "Attachment" button. You can also remove attached files by clicking the "Remove Image" link under each attachment.

You can add messages to the client's Conversation Feed with the following visibilities:

Client, Staff & Admin: All staff, admin, and the client can view this message.

Staff & Admin Only: The client will not be able to view this message. It is a private note for admins and staff.

Admin Only: Only visible to admins.

When your message is ready, click the "Send" button.

Deleting A Message To A Client

To delete a message, navigate to the client's conversation feed, locate the message you want to delete, and click "Remove Message".

To view a history of deleted messages, click on the History tab on any client's profile -> then click the Conversations tab.