Manage every SMS reply, email thread, and in-app message in a single unified inbox — with full conversation history, staff assignment, and fast reply tools.
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Centralise All Client Messaging in One Smart Inbox
Manage every SMS reply, email thread, and in-app message in a single unified inbox — with full conversation history, staff assignment, and fast reply tools.
Messaging brings all client communication — SMS, email and in-app messages — into one place, tied to each client's record. ClinicSoftware.com lets clinics send, automate and log messages across channels, so every conversation is captured and reception never loses track.
What does clinic messaging do?
Messaging lets a clinic communicate with clients by SMS, email and other channels from one system, with every message saved on the client record. It replaces scattered personal inboxes and phones. ClinicSoftware.com keeps it all in one place.
How does centralised messaging help?
When all messages sit on the client record, any team member can see the history and respond in context, and nothing gets lost. It also makes automated and manual messages work together.
Can messaging be automated?
Yes. ClinicSoftware.com automates reminders, confirmations, recall and campaigns, while still allowing staff to send personal messages, all logged to the client.
Key Numbers at a Glance
Metric
Value
Channels
SMS, email, in-app
Logged
To client record
Sending
Automated and manual
Frequently Asked Questions
What is clinic messaging?
Communicating with clients by SMS, email and other channels from one system, with every message saved on the client record. ClinicSoftware.com centralises it.
Why centralise messaging?
So any team member can see the full history and respond in context, and no message is lost across personal inboxes and phones.
Can messages be automated?
Yes. Reminders, confirmations, recall and campaigns automate, while staff can still send personal messages, all logged.
Is every message saved?
Yes. ClinicSoftware.com logs every message against the client's record.
How It Works in ClinicSoftware
01
Connect your messaging channels
02
Send and automate messages from one place
03
Log every message to the client record
04
Respond in context from the client's history
The Messaging hub brings all client communications into one organised workspace. Incoming SMS replies, email responses, and platform notifications appear together in a unified inbox sorted by client and thread. Any team member can reply directly in the same channel, view the complete conversation history at a glance, reassign messages to the most appropriate colleague, and mark threads as resolved when the matter is closed.
How It Works
01
Access the Messaging hub from the main top navigation bar or by clicking the notification bell icon.
02
All incoming SMS and email replies appear in the All Messages view — click any conversation to open the full thread.
03
Reply within the thread using the same channel — SMS for text replies, email for email threads.
04
Reassign any message to a specific team member if it requires their expertise or ownership.
05
Mark the conversation as Resolved when the issue is dealt with — it moves to the Archived view for reference.
Key Features
forumUnified SMS and email inbox
forumComplete threaded conversation view
forumUnread message count badges
forumPer-message staff assignment
forumFull conversation history access
forumResolved and archived message states
forumDirect link to client profile
forumSaved quick-reply templates
Pro Tips
lightbulbCreate saved quick-reply templates for your ten most common client enquiries — it eliminates repetitive typing.
lightbulbMake it a team habit to check the messaging inbox at both the start and close of every business day.
lightbulbAssign complex or escalated client messages to the right person immediately — never let a message sit unowned.
lightbulbReading the full conversation history before replying avoids asking clients to repeat information they have already provided.
Feature Illustration
imageMessaging
Feature illustration
Try It Free
Get full access to Messaging and every other feature in ClinicSoftware.com — no credit card required.
