Skip to main content
All Collectionsvideoconference
Communicate with your clients
Communicate with your clients

In this article, you will find different ways to communicate with your clients.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Messaging

You can communicate in writing with your clients via the software's internal messaging service. To do this, you have several options:

  1. From messaging:

  • Simply click on the "Messaging" tab to open the menu.

    • Click on "new" to start a new conversation.

    • Click on the client to continue an existing conversation.

2. From the client file:

  • Click on the "contacts" tab.

  • Choose the desired client or group.

  • Click the chat bubble icon to the right of a client's name in their "Summary" section.

3. From the dashboard:

  • You will be able to write a message to your clients directly from an event.

❗ You will have to go to the messenger to see his answer.


Videoconference

To find out how video conferencing works, click here.


From messaging:

  • Click on the "Messaging" tab.

  • Click on the camera at the top right of the message with the desired client.


From the client file:

  • Click on the "contacts" tab.

  • Select the desired client or group.

  • Click the camera icon visible to the right of a client's name in their "Summary" section.


Further information

⚠️ These tools are not available with all plans. Speak with a Hexpert if you want to know the packages available.

For solutions to problems with video conferencing, click here.

Did this answer your question?