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12. How to Send Messages to Clients

«Send a message» allows you to send a private message from the system directly to a client. The client receives a notification (e.g., via their online cabinet or any integrated notifications system), letting them know you’ve sent them a message.

Messages and notifications can be integrated into the client’s environment via API, so clients see your messages in their portal or other integrated system.

Use Cases

  • Direct Communication
    Instantly reach out to clients without leaving the system, ensuring efficient and seamless interactions.

  • Customizable Notifications
    API integration allows messages to be displayed in any client-facing portal or app, enhancing user engagement.

  • Role-Based Security
    Only users with the "Send a private message" permission can access this action, ensuring controlled and secure communication.

How It Works

    In the Clients list (1), open the Actions menu (the three dots) next to a client’s record (2).

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    Select “Send a message.” (3)

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    A pop‐up or panel appears.

    Type your message into the text field.field (1).

    Click Send (2).

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    Note: The client is notified (only if this is integrated via API with your business) that a manager or staff member has sent them a message.

    The message is attributed to the currently logged‐in user.

    In short, the Send a Message Action is a convenient way to privately contact clients, with the option to integrate notifications into external systems via API.


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