💬 Using Messages on the Client Hub Mobile App

The Messages tab in the Client Hub mobile app makes it easy to communicate with your clients. Messages appear in a continuous conversation, so you can easily follow discussions without searching through emails.

📥 Viewing Messages

Go to the Messages tab at the top of the screen
All communication with your clients appears in a single conversation view
Newest messages appear at the bottom, so the latest updates are always in view

📝 Sending a Message

Type your message in the text box at the bottom of the screen
Tap Send to deliver your message
Your client will see it instantly in Client Hub

🔁 Replying to a Message

Tap Reply on a specific message to respond directly
The original message will be copied into your reply for context
Your reply will then appear in the conversation

Tap the paperclip icon to attach a file to your message

A Select a source menu will appear with these options:

From Camera — take a new photo
From Gallery — select a photo already saved on your device
From Files — choose a document from your phone’s storage
Scan Documents — use your camera to scan and upload a document
Cancel — close the menu without uploading

The file will appear in the conversation so your client can access it right away.

👆 Message Actions and Reactions

You can interact with messages using gestures, similar to the web experience.

Long press a message to open message actions
Tap and hold on a reaction to view all reactions in a modal

Tap a reaction:

If it’s your reaction, it will be removed
If it’s someone else’s reaction, you’ll add the same reaction

👁️ Read Receipts

Client Hub allows you to see when your message has been viewed by a Client User or team member.

Read receipts (also referred to as Seen by or Viewed by) are accessed directly from your message.

To view read receipts:

Swipe your own message to the left
A modal will appear showing who has seen your message and when it was viewed

💡 Read receipts indicate that a message has been viewed. They do not indicate that a reply has been sent.

🔔 Messages vs Notifications

Messages and notifications serve different purposes:

Messages are the actual conversation between you and your client
Notifications alert you when new activity occurs

On mobile:

New messages appear instantly in the conversation
If notifications are enabled on your device, you’ll receive a push notification when a client sends a message

✨ Summary

For the best experience:

Use Messages to communicate with clients in real time
Use Read Receipts to confirm when messages have been viewed
Use attachments to share files directly within the conversation
Use reactions and message actions to interact quickly

Using Messages on the mobile app helps you stay connected and responsive while managing client communication on the go.