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Steps to send a message to a client via WhatsApp directly from his profile

  1. From the main menu, go to Clients.
  2. Select Client Settings.
  3. In the General tab, enable Send client details via social media.
  4. Go to Manage Client Details, then select WhatsApp from the dropdown menu below social media options.
  5. Write your message, and click the icon next to the message field to insert variables (such as the client’s name) so they are automatically included in the message text.
  6. Open the profile of the customer you want to message, then click Send via WhatsApp.

Note: The client’s mobile number must be saved in his profile for the Send via WhatsApp option to appear. For more details on how to add a new client, visit this guide.