How do I use the Inbox to message my clients in Propio?

The Inbox is Propio’s centralized messaging screen. It’s split into two sections:

• Left panel: A list of clients who have WhatsApp or Messenger selected as their preferred contact method.

  • ⚠️ If the client was registered with email only, they will not appear in the Inbox list and won’t receive the messages. You can edit a client’s contact method anytime. (See how to update contact preferences)

Right panel: The conversation thread with the selected client.

1. Select a client
   From the list on the left, click the name of the client you want to message.

2. Send the first message
   Type and send your first message — it will be delivered via WhatsApp or Messenger, depending on the client's selected contact method.

   📌 Important: This first message acts as a consent request.
   The client must reply to your message before you can continue the conversation.
   Until they respond, no additional messages can be sent.

3. Receive replies
   When your client replies:

   1. You’ll see a notification badge over the Inbox tab in the left navigation — helpful if you’re on another screen.

   2. A second badge will appear on the client’s name inside the Inbox — useful if you're messaging another client at the time.

• You can send and receive attachments such as:

  • PDFs (e.g., bank statements)

  • Images (e.g., receipts, photos for clarification)

Simply drag and drop the file or use the attachment icon in the message box.