Overview
We’ve added three new features designed to help your team stay organized, responsive, and efficient! These updates give you more control over your inbox, communication timing, and follow-up reminders - all customizable to fit how your store operates.
🕓 1. Automatically Closing Conversations
What’s new
Conversations will now automatically close after a set period with no inbound or outbound activity. To see more in-depth regarding this feature, see Automatically Closing Conversations
The default timing is 90 days, but you can adjust it to 2 weeks, 30 days, 60 days, or 90 days.
This won't impact your inbox adversely. When a conversation closes, it’s not deleted—it simply moves out of your active inbox to keep things tidy and focused on current interactions. If a client responds, their conversation will immediately reopen.
Why it’s helpful
This keeps your message inbox organized and helps your team focus on active client conversations while still preserving your full message history.
Where to find:
Go to Setup > Messaging > Settings > Automatically close conversations
Select your preferred inactivity period (2 weeks, 30 days, 60 days, or 90 days).
Save your changes.
🕘 2. Associate Hours
What’s new
You can now set associate-specific working hours, just like store hours!
If a message comes in from a client that is assigned to an associate who’s out of office, an out-of-office response can automatically be sent—similar to when your store is closed.
The message will still appear in both the associate’s and store’s inboxes, ensuring visibility.
This feature is optional and disabled by default.
Why it’s helpful
Associate hours help manage client expectations and ensure your team can maintain prompt, professional communication even outside normal working times.
How to enable:
Go to Setup > Associates > Select an associate > Edit Associate then find Work Hours.
Set working hours for each associate as needed.
You can also add differing hours for specific dates. This feature is especially helpful if an associates hours are always consistent but they are out for a specific event, holiday, or other reason.
Customize your out-of-office message (optional).
Save your changes.
📬 3. Overdue Message Notifications
What’s new
You can now enable email notifications for messages that go unread in Clientbook after a set amount of time.
Choose from 4, 8, 12, 18, 24, or 48 hours.
Decide which associates should receive these notifications.
This feature is disabled by default until you choose to turn it on.
Why it’s helpful
Never miss a client message again! This feature helps ensure timely follow-ups and keeps your team responsive, even during busy times.
How to enable
Go to Setup > Stores > Edit Store > Notifications then find Notify Associates of Overdue Messages.
Toggle the feature on.
Select which associates should receive notification emails.
Choose your desired time threshold (4–48 hours).
Save your changes.
💡 Tip:
Each of these features is designed to help your team manage communication more efficiently without losing visibility or control. Adjust the settings that make sense for your store’s workflow and enjoy a smoother messaging experience in Clientbook!