Messaging & conversations
Sending and receiving messages with your clients
By Joanna1 author36 articles
- How do I start a conversation with a client?
- How do I send & receive client messages via Whatsapp?
- How do I send & receive client messages via SMS?
- How do I send & receive client messages via Facebook Messenger?
- How does messaging Opt-out / Opt-in work?
- How can I see when teammates are working on the same query?
- How can I convert a WhatsApp conversation to SMS?
- What is chat consent?
- How do I make the first message mandatory for new conversations?
- How do I send a message directly to a number?
- How can I queue a message whilst waiting for client consent?
- How do I download a .pdf copy of a conversation?
- Can I write notes about a conversation?
- How can I resolve & close a conversation?
- How can I open a client's or patient's account on my PMS?
- How do I search for a message or conversation?
- Can I change the client or patient linked to a conversation?
- How can I link a client to a conversation?
- Can I view more client details through Digital Practice?
- Where can I view patient details?
- What does '[Name] is not connected to your selected client account' mean?
- Can I change a client's name on Digital Practice?
- What do the ticks underneath messages mean?
- Can clients tell which team member is messaging them?
- How do I know which channel my client is messaging on?
- How can I send media to a client?
- How can I message other practice team members?
- What if my client doesn't have WhatsApp?
- Can I add a WhatsApp button on my Facebook page which will be linked to Digital Practice?
- How can I send a voice message to a client?
- How can I follow (watch) the status of a conversation if I am not the owner or assignee?
- How do I view previous conversations with a client?
- What to do if you see 'Error: the client has sent an unsupported message type'?
- How do I set up an auto responder?
- What happens if a client messages via WhatsApp using a username?
- WhatsApp & SMS Messaging Character Limits