Occasionally, you may receive a message in your Clientbook inbox from an "unknown number." Unlike messages linked to a client profile, these will display only the phone number instead of the client’s name.
Steps to Take for "Unknown Number" Messages
- Create a New Client Profile
- If this is a new client who is not already in your system, select the option to create a new profile.
- Enter the client’s details, such as their name and any other information you have.
- Save the new profile, and the message thread will now be linked to it.
- Merge into an Existing Profile
- If you recognize the phone number as belonging to an existing client, choose the merge option.
- Use the search bar to find the client’s existing profile.
- Confirm the merge to link the phone number and the message thread to the correct client profile.
- Delete the Thread
- If the number is invalid, spam, or doesn’t need to be addressed, you can delete the message thread.
- This action removes the thread from your inbox entirely.
Best Practices for Managing Unknown Numbers
- Verify the Number: Before taking action, double-check the phone number to ensure it’s not associated with an existing client.
- Maintain Accurate Records: Always add meaningful details to new or merged profiles to keep your client database clean and organized.
- Delete with Care: Only delete threads when you're sure the number is unnecessary or irrelevant to your store