Scheduling a Chat Message
There may be times in which you'd like to schedule a chat message to be delivered at a specified time in the future, and draft it in advance of that time. Instances may include:
- You'd like to "plan ahead" and pre-schedule chat messages to send at a set cadence
- You'd like to use Chat to schedule daily or weekly reminders / check-ins
- You'd like to schedule messages for when you go on vacation
Scheduling a Chat Message
Navigate to Chat
- Draft your message as per usual
- When pressing Send, you will see a dropdown arrow. If you click on that error, you will see "Schedule Send"
- You will then be prompted to select when you would like the message to be sent. While the platform has some "pre-selected" recommendations, you can also customize when you'd like the message to be sent out.
Sample Chats to Schedule
- "Hi! Happy Monday, I hope you are having a great start to the day. Just checking in, how is everything going? Have you been able to follow the Care Plan that we set during our last session?
- "Welcome to Week 5 of our Program together. Please respond with what your daily goal is."
Unscheduling or editing a scheduled chat message
If you have a Chat Message Scheduled, and would like to make changes and/or cancel this send, you can navigate to Chat > Scheduled. You will see prompts to Edit Message or Cancel Send.
Additional Notes
- This feature can be used for Message Blasts, Community Chats, and 1:1 conversations.
- There is no limit to the number of Chats you can schedule the send for.
- Clients will not know that your message was pre-scheduled. Visually, the Chat will appear the same on the Client end.
- You can view your Scheduled Chats by toggling on "Scheduled" within your Chat tab. If you do not have any Chats Scheduled, you will see a (0) on this tab, and no conversations when you click on it.