11 min read
Communicate consistently
Send or schedule messages, manage reusable templates, and automate timely client follow-ups.
What you’ll achieve
Reliable client communication that stays personal while reducing repetitive follow-up work.
01
Send or schedule a message
Use the outbox for one-off messages and complete visibility into delivery status.
- 1
Open Communications
Choose Compose from the Outbox area.
- 2
Add recipient and message
Enter the client name, email, subject, and content.
- 3
Send now or schedule
Leave the schedule empty for immediate delivery or choose a future date and time.
- 4
Watch delivery
Check Scheduled, Sent, or Failed status and retry a failed message when the cause is resolved.
02
Use reusable templates
Templates keep routine messages clear and on-brand across the studio.
- 1
Open Templates
Review the messages available for contracts, forms, invoices, reminders, and delivery.
- 2
Edit the wording
Adapt the subject and message to your studio voice.
- 3
Keep placeholders intact
Use the supported client, studio, and action-link placeholders where personalised details belong.
- 4
Pause a template when needed
Inactive templates will not be used for new messages.
- Keep automated messages concise and make the next action obvious.
- Send a test to yourself after major template changes.
03
Create workflow automations
Automation rules connect an important client event to the right message and timing.
Workflow at a glance
- 1
Choose New automation
Give the rule a name your team will understand.
- 2
Choose the trigger
Use contract, questionnaire, invoice, event, selection, or gallery activity.
- 3
Choose the template
Match the trigger to a message with the right wording and action link.
- 4
Set the timing
Send immediately or add a delay that fits the workflow.
- 5
Monitor and pause
Review the Outbox and switch off rules that are no longer appropriate.