Many providers choose to use secure messaging to communicate with their clients asynchronously or in situations where a video or in-person appointment is unsuitable. This guide will elaborate on some best practices all providers and clients should be aware of when using secure messaging appointments.
For instructions on how to create secure messaging appointments on mobile, click here.
Start by heading over to the 'Messages' tab and click 'Create New Conversation'
This will bring you to the conversation creation page. Proceed to fill in various details such as date, time, fees, and participants
Note that you can add multiple participants and have a group conversation
Once all the details have been added, click 'Create Appointment. You will see a new conversation open up, click on it to start the conversation
Clicking on the '📎' icon will allow you to attach any files or forms for the participants in the chat to see
Important! Only providers can initiate secure messaging conversations with clients. Providers MUST message the client first to open and start the messaging appointment.
When you have finished the session, please click the blue Complete button to close the messaging session. Once completed, clients will not be able to send additional messages until a new secure messaging session or appointment is created or scheduled by you.
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Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!
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