Using Conversations to Communicate Efficiently
The Conversations tab is your centralized messaging space — designed to keep communication organized across clients, workers, team members, and internal threads. It works like a chat inbox but supports categorization, filtering, and naming for clarity across multiple ongoing discussions.
Inbox Layout Overview
When you open the Conversations tab, you’ll see a familiar split-screen layout:
Left Panel
List of all active chats
Filters for unread or channel
“Start Chatting” button
Right Panel
The active chat window for live messaging
Message input, emoji picker, file attachment options
Access to channel tools, settings, and naming options
Conversation Channels
You can filter and organize messages by selecting a Channel from the dropdown menu at the top left. Channels help separate conversations based on their context.
Default channels include:
Team. Internal team communication
Leads. Conversations with potential clients
Workers. Assigned staff for events
Internal. For notes or internal-only messages
Not In a Channel. Conversations without a set channel
🛠️ Use “Manage Channels” to rename, create, or archive your channels (feature updates coming soon).
Starting a New Conversation
To begin a new thread:
1. Click Start Chatting
2. Choose a participant (client, worker, or team member)
3. Send a message — the chat will appear in the sidebar for future access
All conversations are auto-saved and can be returned to at any time.
Customizing a Conversation
Click the gear icon ⚙️ in the top right of the open chat to access Conversation Settings:
Rename the thread so it’s easy to find again (e.g., “Smith Wedding – Catering Notes”).
The name is visible to all participants in the chat.
Useful for long-term clients or recurring bookings with many message threads.
Sending Messages and Attachments
Inside any conversation:
Type your message in the input bar.
Use the emoji icon 😊 for tone and friendliness.
Use the paperclip icon 📎 to attach documents or images.
Press Enter or click the arrow to send.
All messages include timestamps and delivery status.
Unread and Recent Messages
Use the toggle buttons above your inbox to switch between:
All – All conversation threads
Unread – Only messages you haven’t opened
Unread messages are marked with a pink badge and will remain highlighted until opened.
✅ Best Practices for Conversations
Use channel filters to keep business and operations organized
Give recurring threads clear conversation names for future context
Pin important chats by naming or flagging them (pinning coming soon)
Keep your tone professional but friendly — it’s a client-facing inbox
Frequently Asked Questions
Who can I message through Conversations?
You can message clients, workers, team members, and internal collaborators — all from a single tab.
Are messages sent via email or just in-app?
Messages are delivered via both in-app chat and email, ensuring your recipients are notified even if they’re not logged in.
Can I rename a conversation thread?
Yes. Click the gear icon in the top-right of the conversation and give your thread a custom name for easier tracking.
Can I organize messages by topic or project?
You can filter conversations using Channels (e.g. Leads, Team, Internal) to help keep related messages grouped together.
