Core Animal Care features an advanced chat and messaging system that allows you to have real time conversations with your clients, or leave them messages, or respond to messages left for you by them.
You can also attach files and share important data, straight from the chat system.
Accessing the Chat system
The following methods can be used to access the Chat system.
The main messages screen is essentially like an Inbox it shows you a list of people that have interacted with you via messages alread. With some contact information and a small icon to indicate how many unread messages you have from that client. Clicking on the displayed client will then go to the actual chat screen.
If you want to initiate a new chat from this screen with someone not currently listed use the down arrow blue button, and click New. You will then be presented with a list of clients and can either click or free type to find the client you wish to initiate a chat with.
Once you initiate a chat and if you have any experience with social media products the interface should be fairly familiar and easy to get to grips with.
What is shown here:
In the case of emails, or images you can click on the thumbnail shown to enlarge it to full size when it becomes readable.
When you message a client if text messaging is turned on for that client then the system will text them with the message, if you have paid for a custom text number from us when a client texts that number what was said is automatically added to their chat/message window.
When texting is not available then the client will be emailed and be required to login to send a reply via the client portal system which allows them a corresponding chat system with similar options.Prev: RemindersNext: Pet Management