How to chat with your clients

Once you have loaded your database with clients, you can then start having secure conversations with them directly in the Client Hub. In order to do this, follow the instructions below:

1. Navigate to Manage Clients > Client Hub. From there, click on the client's name that you are trying to start a conversation with:

2. On the following screen, select the Chat tab. From there you can start typing into the chat field and either click on the send button or hit ENTER on your keyboard:

3. You will also notice in the chat field, there is an option to attach a file. You can click on that and then a window will appear to either have you drag and drop a file into the upload module or you can click to browse for your file. Once you have located the file, proceed with the upload and hit the Send button to send to your client(s):