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Communication - Manage Message Center

Amelia avatar
Written by Amelia
Updated over 2 months ago

Effective communication is essential for building lasting loyalty with your customers. MoeGo Message was designed with this in mind, prioritizing customer-first principles to ensure smooth, reliable interactions.

In this guide, you'll learn how MoeGo Message helps you streamline your messaging, enhance customer engagement, and strengthen your relationships through seamless communication.


MoeGo Phone Number

  • You can view the assigned MoeGo phone number along with the business name for each business location next to the "Messages".

  • Click and select a different business location, you can switch between locations to manage chats separately for each location.

Note: Switching locations will also change the assigned MoeGo number used for sending messages and communicating with clients.


Chat List

Search Chat

  • You can search Client name, pet name, email, or phone number to locate the specific chat.

Mark All as Read

🖥️ Desktop

  • On the desktop, you can click on "Mark All as Read" to clear the orange dot and mark all unread chat as read.

Filter with Chat Status and Type

🖥️ Desktop

  • On the desktop, you can select different chat statuses combined with chat types to view the selected list of chats.

📱App

  • Similarly, on the app, you can click on "Mark All as Read" to clear the orange dot and mark all unread chats as read.

  • You can also click on "Open chats with all types" above the chat list to filter with status and chat type to view the selected list of chats.

Status

  • Unread Chats: All conversations that haven't been opened or marked as read.

    • When a chat is unread, an orange dot appears next to the client's name in the chat list.

  • Starred Chats: Important chats marked with a star for easy identification.

    • Click on the "star" next to the client’s name in the message history top bar to mark the chat as important.

  • Open Chats: Newly received or active conversations that are currently ongoing.

  • Closed Chats: Chats marked as completed or no longer active, moved to this status.

    • Hover over the chat in the chat list; when "Close" appears, click on it.

    • The open chat will then be moved to the closed chat status.

Chat Type

  • All: Displays all chats by default.

  • Conversation: Includes all types of client communication, excluding appointment confirmation, cancellation, and review-related messages.

  • Review: Contains client responses related to review booster messages about your service.

  • Appt Confirmation: Shows client replies to appointment reminders for confirming or canceling appointments.

You can select to include multiple chat types to filter the chat list


Message History

You can view who sent or received each message and through which channel they were sent. Whether it's a system auto message, reminder, auto-reply, or email confirmation, all communication records will appear in the chat thread, giving you and your team full context of every interaction.

Send Messages

Method 1:

  • Navigate to "Message Center".

  • Select a customer from the open chat list, or use the "search" icon to find a specific client.

  • Start composing your message and send it to the customer.

Method 2:

  • Go to the appointment details and click on the "Message" button.

  • Then, select "Message Center" to be redirected to the chat with the client.

  • Start composing your message and send it to the customer.

Method 3:

  • Go to the Client & Pet list and use the search bar to find a specific client profile.

    Click on the "message" button next to the client’s name.

  • Or open the client’s profile and click the message button next to the phone number under the "Overview" section.


Client Information

  • In the Message Center, you can view client information as a reference in the right-hand column.

    Hover over the column and scroll to see additional details, including past and upcoming appointments, client and pet notes, as well as pet and client information.

    • Click on specific notes to edit pet or client notes.

    • Click "View More Details" under the client or pet info section to view more information under "Pet Details" or "Client Details" in the client's profile.

  • Click on the client’s name to navigate to the client's profile.


Chat widgets

Chat widgets are valuable tools that boost efficiency. You can easily send digital agreements, booking links, intake forms, and share upcoming appointments by inserting link variables directly within the chat.

🖥️ Desktop

  • Navigate to the "Message Center".

  • Click on a specific chat, you will see chat widget options below the message box:

  1. Add image

    • Send an image to the client (Image will be sent as a link).

  2. Add emoji

  3. Add Variable

    • You can click on different variables to insert them into your message box. These variables will be replaced with the actual values when the message is sent to the client.

  4. Saved Replies

    • Click on the "Saved Replies" Widget, you can view the saved reply menu. For more details, please refer to the Saved Reply.

  5. Links

    • You can directly insert links into your message box, such as Online Booking, Digital Agreements, Upcoming Appointment links, Intake Forms, Memberships, Card on File, and more.

Please note: The link variables, along with their saved templates, are inserted into your message box after clicking specific link widget options.

Before sending, avoid editing or deleting these variables.

Once the message is sent, the actual links will be displayed to the client.

📱App

  • Similarly, on the app, go to the Message Center.

  • Select a specific chat, then tap the "+" button at the bottom left corner of the message box.

  • You can scroll to view options like "Add Picture," "Add Emoji," "Add Variables," "Saved Replies," "Add Online Booking Link," and more.


Schedule Message

You can schedule and send messages later to connect with customers on both the Desktop and the App!

💻 Desktop

  • Navigate to the Message Center, select a client.

  • Click the "clock" icon next to "Send."

  • You can edit your message and set a specific time for it to be sent out.

  • To view your scheduled messages, click the "View Scheduled Messages" button above the message box. From there, you can edit, send immediately, or delete the scheduled messages.

  • If you have scheduled messages for multiple clients, a "Clock" icon will appear next to the "Mass Text" button. Feel free to manage all your scheduled messages from this area.

📱App

  • Go to Messages Center, Select a client.

  • Click the clock icon next to the send icon. You can then enter the "Schedule message" page to edit your content and send time.

  • To view, edit, or delete your list of scheduled messages for a specific client, click on the "View" scheduled messages button above your message box.


Mass text

Send mass texts to a group of customers to announce price updates, reactivate inactive clients, remind customers who haven't signed digital agreements, notify about expired vaccinations, and more.

For more details on mass text, please check more details here.


Frequently Asked Questions

What's my phone number?

  • There will be a unique MoeGo number assigned to your account. Since that number won't change during your use of the MoeGo service, you can use it as your contact number for messaging.

  • Please note this number can be used for sending and receiving messages only, no phone calls are available. You can choose to set up Call Forwarding for your MoeGo Number.

  • Check the beta calling feature here.

Does my customer need to download any apps to receive message?

  • Your customers don't need to download any app, they will receive your message through a regular text message.


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