This guide was created with Scribe in 33 seconds. Sign in and create your own!
Replying to Clients
Created by Frank Cort | 11 steps
When clients reply to their reminders... you will be notified by email.
Zoom Saved
To reply back to your client... you can simply reply to the notification email from Apptoto. OR...
Zoom Saved
Or you can click "View Conversation" to take you directly to a real-time conversation view.
Zoom Saved
Enter your reply, and click Send. New messages will appear immediately in the Conversation view.
Zoom Saved
Another way to manage replies is to use the "Inbox/Outbox" tab in the Apptoto web portal. You can access it by clicking "Inbox/Outbox" in the top level navigation.
Zoom Saved
Clicking on a conversation in the Inbox/Outbox will also take you to the Conversation view.
Zoom Saved
You can reply to clients from the Inbox/Outbox tab.
Zoom Saved
Lastly... you can also reply to clients from the Appointments screen.
Zoom Saved
On the Appointments tab, click on a participant to view a list of the current conversations for that appointment.
Zoom Saved
Click on the conversation you want to read/reply to.
Zoom Saved
Enter your reply, and click "Send"
Zoom Saved
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe