Starting a New Chat in the Dashboard

You can start a new chat by following the steps below:

1. Click on Inbox at the top of the Dashboard.

2. Click on the New Message icon located at the top of the screen. 

3. Search for the client you would like to message. You can search by name, or by phone number. If the client doesn't currently exist in your Clientbook client list, you can add them by selecting "Add Client" below the search field. 

4. Type your message in the message box. Then, click on Send!

And you're done! That will start a new chat with that client. If you have any questions regarding the Dashboard, reach out to our Customer Support Team at [phone] or [e-mail].