Messages

Message a Client

You can send SMS messages to clients directly from Clasp without switching to your phone or another app. Client contacts with phone numbers appear in the Contacts section of Messages.

How to message a client

  1. Click Messages in the sidebar.

  2. Scroll to the Contacts section.

  3. Click the client's name to open a message thread.

  4. Type your message in the text field and press Enter to send.

Adding a client contact

If a client does not appear in Contacts, make sure they have been added as a contact in Clasp with a phone number. Go to Contacts in the sidebar to add or update a contact.

Note: Messages sent to clients in this section are SMS text messages sent to their phone number. This is separate from the secure client portal messaging and from email.

Tip: For secure document sharing or portal-based communication, use the Client Portal instead.

Related articles: Messages Overview ยท Send a Direct Message ยท Case Message Channels

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