Messaging Center

Article Contents:

This article provides instructions on how to use the new Messaging Center within the Customers module. The Messaging Center consolidates all customer communications in one place, allowing for easier management of messages and quick access to customer profiles.

This enables POS Users to have 2-way communication with Mobile App Users. When a new message is received from a Mobile App User, there will be a notification in the POS in the Customers Module > Messaging Center

Step-by-Step:

Step 1: Open the Customers module in the Club Caddie interface. Then, click on Messaging Center from the left-hand-side.

       

Step 2: In the Messaging Center, unread messages will appear in bold for easy identification.

       

Step 3: Double-click on any message to reply. This action will also give you the option to view the customer’s profile for more detailed information.

Step 4: After reviewing or responding to the message, the status will update automatically, removing the bold formatting to indicate that the message has been read.

By using the Messaging Center, you can efficiently manage customer communication from one centralized location without needing to enter individual profiles.

If you are not able to view the message center, most likely the permission in Manage Roles is toggled off. Please have a manager navigate to Settings > Manage Roles > Action > Edit Permissions > CRM.

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