Family Messages

Secure two-way messaging with clients' family members, who use the family mobile app. The sidebar shows a badge for unread messages.

Secure two-way messaging with clients' family members, who use the family mobile app. The sidebar shows a badge for unread messages.

Where to find it: Communications → Family Messages

Reply to a family member

  1. Go to Communications → Family Messages.
  2. Open a conversation to read the latest message.
  3. Type your reply and send — they receive a push notification on their app.

Tips & good to know

  • A family member must have messaging permission enabled on their record to use this.

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