Send reminders from your firm's WhatsApp
The app writes each message in the client's language. A person sends it from your firm's phone.
- Go to Messaging. Send yourself a test first, then set sending for the firm to Live. Only a partner can change this.
- Each morning, Today shows the messages due under Send on WhatsApp.
- Press Send on WhatsApp beside a client, or Send next to go through them one by one. WhatsApp opens on that phone or computer with the message and the upload link filled in.
- Press send in WhatsApp. The message is marked as sent from your phone; undo it if you closed WhatsApp without sending.
Good to know
- Clients see your firm's number. Their replies, and any files they send on WhatsApp, come to your phone, not into the app; ask them to use the link.
- A message nobody sends on its day is not sent late. The next morning the app prepares the latest reminder that is due.
- Email goes out by itself for clients without WhatsApp. Receipts and one-time codes go by email.
NextReview and approve a checklist
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