Understanding the Inbox for Merchants with Multiple Locations
For merchants with multiple store locations, Clientbook provides the ability to manage messages across different store inboxes. Here’s how it works and what you need to know to keep communication clear and organized.
Switching Between Store Inboxes
If you have access to multiple store locations (as an admin, manager, or associate with specific permissions), you can easily switch between different store inboxes:
- Access the Inbox: Click on the Inbox tab in the gray navigation bar.
- Click Change next to the store name of the inbox you are currently in.
- Use the Store Dropdown: At the top of the Inbox view, you will see a dropdown menu that allows you to select the specific store inbox you want to view.
- Choose the Location: Select the store inbox you need from the dropdown.
Text-able Store Numbers and Communication
Each store inbox is tied to a unique text-able store phone number. This is important because:
- When you send a text to a client, the text will come from the phone number associated with the store inbox you are currently viewing.
- To avoid confusion for clients, always send messages from the inbox of the store where the client shops or where their interaction originated.
Example: If a client shops at Store A, their messages should be sent from Store A’s inbox so that the texts come from Store A’s phone number.
Best Practices for Managing Multiple Store Inboxes
- Stay Organized: Always confirm you are in the correct store inbox before sending messages.
- Minimize Client Confusion: Ensure clients receive texts from the store location they recognize.
- Default Access: Most associates will only have access to one store inbox, so this feature primarily applies to admins or associates managing multiple stores.
Key Takeaway
If you manage multiple store locations, use the dropdown menu to switch between store inboxes. Always ensure you are in the correct inbox before messaging clients to ensure texts come from the appropriate store phone number.
For most associates, access will typically be limited to just one store inbox, so they do not need to worry about switching locations.