Messaging

FAQ

• Can I Join a Conversation for a Client I’m Not Assigned To?
• How Can I Tell Who Sent a Message?
• Why do I Have Duplicate Message Threads?
• Is it possible to block certain phone numbers from contacting us?
• Why can't I attach an image to a message or template?
• Why Did My Message Fail to Send in Clientbook?

See all 8 articles

General

• Starting a New Chat in the Dashboard
• How to Send a Bulk Message in the Mobile App
• How to Send a Message in the Mobile App
• Merging "Unknown Number" Messages
• How To Block a Number in the Clientbook Dashboard

Views & Organization Features

• Understanding Multi Store Location Inbox
• Decluttered Inbox - Mobile App
• Decluttered Inbox - Web Dashboard
• How to Mark a Message as Unread (Dashboard & App)
• What is the Difference between the "My Inbox" and the "Store Inbox"?
• How to assign chats to your associates (Dashboard)

Mass Messages & Marketing Compliance

• Mass Messaging User Guide
• Why Certain Words Are Blocked in Messages and How It Protects Your Deliverability
• Does a client have to be opted-in to receive a Mass Message?
• How to Edit Opt in and Opt out Messages
• What Happens after Someone Opts out to our Messaging? (How can they opt back in?)

Templates & Smart Messaging

• Smart Messaging - ChatGPT Magic Pencil
• How to Access Message Templates