1️⃣ Get Started

2️⃣ Send a Message

3️⃣ Work with Identity Documents

4️⃣ Work with Tax Documents

5️⃣ Complete Greeter Training

View Client Communication Preferences

It's a good habit to view previous communications before contacting a client.

All client messages sent and received are logged in the Messages panel. Also look at the Notes panel. Read previous communications to see if the client has expressed a preference for text or email. You may also observe that the client has used text or email in the past.

Screen capture from The Hub showing Messages tab, including client's communication preference for email and automated welcome message with secure submission link.

View the Additional comments at the bottom of the 13614-C Intake Questionnaire on the Documents panel. Sometimes this form has information relevant to communication with the client.

You'll learn to better interpret Notes and Messages as you gain experience. For now, use them to avoid the following situations:

• Sending messages to clients who were already messaged today.
• Sending messages to clients who have been sent several messages with no response
• Sending messages to clients who have responded with something like "STOP," "UNSUBSCRIBE," or "Stop texting me."

Send Text Message or Email to a Client

Click the Update button in the upper right corner of the client record to send a text message or email a client.

Change the Updated status to Intake > Greeter - info requested.

Contact method will be set to the client's preferred communication method. If the client didn't select a preference, it will be set to email.

The Send message field will be filled with a semi-customized message. Customize this message to say what you want to send to the client.