Customer messages

WHERE TO FIND MESSAGES

1. Click Messages from the left hand menu
2. Select a customer from the list to open their conversation
3. Click on the Customer details button at the top right to show/hide their column on the right

Messages also has its own tab in the Ovatu mobile app.

SENDING A MESSAGE

Open the customer’s conversation, then:

1. Enter the body of your message into the field
2. Add files or items by clicking on the paperclip icon in the message field or from the right hand menu, such as customer appointments, sales etc.
3. Select the channels you need:
   • Email
   • SMS
   • BookApp (only available for customer who have it installed)
4. Click Send

FILTERING MESSAGES

To help find specific messages:

• Use the Search field to look up specific customers
• Filter by All, Unread or Read messages
• Filter by Conversations, Bookings, Reminders, Sales, Marketing or Account