When communicating with your clients via the Client Portal, you may want to reuse certain standard messages to save time and increase your productivity. IntakeQ gives you an easy way to manage a collection of messages (snippets) that can be quickly added to the message editor.
How It Works
When composing a message to a client, you will see a lighting icon at the top right corner of the text box. This will open your list of snippets to select from.
To manage your collection if message snippets, follow the first step abobe, but instead of selecting a snippet, click on Manage Snippets to go to the snippet management page.
You can also access the snippet management page by going directly to https://intakeq.com/#/message-snippets, assuming you are logged in to your account.