Using Private Messaging

Every client has a Conversation Feed where they can send you messages and you can send them messages. Any staff member that has scheduled services for this client (or is marked as a preferred sitter) will be able to see these messages and will be notified of any new messages. 

Private Messages are a separate message feed on each client's account and it is only visible between your admin team and the client. Staff will never see these messages or be notified about them. Private Messages are great for communication that you would prefer your staff members not to see (like questions on the staff member's performance, invoice questions, etc.). 

Enable Private Messaging

By default, Private Messaging is disabled. To enable it follow these steps:

  1. Navigate to Settings - Portal Settings.
  2. Set "Private Messaging Enabled" to "Yes".
  3. Click the "Save" button.

Image of Private Messages setting in Portal SettingsOnly admins will be able to access the Private Message feed. You can however give office managers access to private messages from the Permissions page. 

Sending a Private Message to a Client

To send a private message first navigate to the client's profile:

Client's profile with an arrow pointing to the Private Message tab of the Conversation Feed

If you have enabled Private Messaging you will see a new sub-tab labelled "Private". Click this tab to open the Private Messages feed.

From this point on, sending a private message works in the exact same way it does on the normal  Conversation Feed where you can type a message and include any number of images and/or attachments. The new message will then be added to the client's Private Message feed.

Note: Private Messages will never be sent via Text Messaging. We only support private messages via Email and App/Push Notification.

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