How to0:34

Message a client securely

Start or open a client's conversation in Messages and send; the client is emailed a link to read and reply.

Steps

  1. Open Messages and click plus to start a conversation.
  2. Search for the client. Everything you've already said to them is right there.
  3. Write your message. The paperclip attaches a file if you need one.
  4. Send it. The client gets an email letting them know, with a link to read and reply.
  5. When they answer, their reply lands in this same thread, and you're notified.

Plan: Solo and up. Compare plans

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