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How do I send my clients a message?
How do I send my clients a message?

Learn 3 different ways to send your clients a message

Margarida Sousa avatar
Written by Margarida Sousa
Updated this week

You have several simple ways to send messages to your clients:

1. On the Messages section

  • Go to the Messages tab on the left-hand side menu;

  • Click in Send Message;

  • Choose the client;

  • Choose the Category;

  • Write a subject and the message;

  • Attach a file, if you wish to;

  • Click to Archive the message once it's send or to Notify the client by email:

2. On the client's profile

  • Access the Clients profile;

  • Click in Send Message;

  • Choose the Category;

  • Write a subject and the message;

  • Attach a file, if you wish to;

  • Click to Archive the message once it's send or to Notify the client by email:

  • Access the Clients profile;

  • Access tab 8. Deliverables;

  • Click in Send Message;

  • Choose the Category;

  • Write a subject and the message;

  • Attach a file, if you wish to;

  • Click to Archive the message once it's send or to Notify the client by email:

  • Access the Clients profile;

  • Access tab 2. Follow Up;

  • Click in the icon Send Message;

  • Write the message;

  • Attach a file, if you wish to:

3. Using the professional's mobile app

With the professional's mobile app, you can exchange messages with your clients as well. Check here how to access and use the professional's mobile app.


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