Admins choose which clients each team member can message. Add clients to a team member's profile, and the team member can message them from their own Inbox. Here's how to add and remove clients, and what the team member can and can't do.
Add clients to a team member
Tap the menu button on Home. On iPad, it's in the sidebar.
Under Company, tap Team.
Tap the team member to open their profile.
Under Clients, tap Add clients.
Tap the clients you want to add, then tap the ✓.
They're added straight away. The team member can message them from then on, and their conversations show in the team member's Inbox.
Remove a client from a team member
On the team member's profile, tap the client under Clients.
On Remove this client?, tap Remove.
The client leaves the list straight away. From then on, the team member can't see that client's conversation or message them. You can also open Add clients and deselect clients to remove them. That way, you aren't asked to confirm.
In the web app
Go to Team and click the team member. Under Clients, click Add clients and choose the clients. To remove one, click Remove next to the client, then Remove again to confirm. Changes save straight away.
What the team member can do
See the conversations of the clients you've added in their Inbox, including the messages you and other admins have sent them.
Start a conversation with New message, with any of those clients who are connected to the Walkies Journal app.
Send photos, videos and GIFs, when your business is on Walkies Max.
Get a push notification when one of those clients sends a message.
Until you add a client, their Inbox shows No clients to message yet.
For the team member's side, see How do I message my clients as a team member?
What they can't do
See or message any other client in their Inbox.
Message all clients, send bulletins or see booking requests.
Delete messages or conversations.
What your clients see
Nothing changes for them. They still have one conversation with your business, and each message shows who on your team sent it. See How do I see who sent a message, and when?
Good to know
Only admins can add or remove clients. The Clients section is only on the profiles of people with the Team Member role, as admins already see every conversation.
You can add any client, but the team member can only message clients who are connected to the Walkies Journal app. See How do I connect a client to the Walkies Journal app?
To see which team members a client is added to, open the client from Clients. They're listed under Team members.
Adding a client doesn't give the team member any appointments. To assign work, see How do I book an appointment?
If you remove someone from your team, they're taken off all their clients.
If a change can't be saved, the list goes back to how it was and you'll see an error. Try again.
Teams need Walkies Pro or Walkies Max.