Smart Inbox

Smart Inbox – Quick Guide

The Smart Inbox helps you manage client communication faster by organizing messages and suggesting actions you can take instantly.

What is Smart Inbox?

Smart Inbox automatically categorizes incoming client messages and surfaces recommended actions so you can resolve requests without manual steps.

Instead of reading → interpreting → navigating → updating, you can act directly from the inbox.

How It Works

1. Messages are categorized automatically

   Incoming messages are grouped into types such as:

   • Schedule Changes

   • Payments

   • Urgent Issues

   • Operational

   • Low Priority

2. Each message shows context + intent
   You’ll see what the client is asking (e.g., reschedule, cancel, feedback).

3. Recommended actions appear instantly

   For supported requests, Smart Inbox suggests actions like:

   • Approve reschedule

   • View appointments

   • Add notes

   • Handle booking requests

Taking Action (Example: Reschedule Request)

When a client requests a change (e.g., “Move appointment to March 21”):

1. Open the message

2. Click “Approve Reschedule”

3. Review the proposed changes

4. Click “Confirm & Apply”

The system updates the appointment immediately—no need to open the calendar or edit manually.

Direct Edits vs Requests

• Some actions (like rescheduling) are applied as direct edits

• This means:

  • Changes happen immediately

  • No additional approval workflow is triggered

Filtering Your Inbox

Use filters at the top to manage workload:

• All – everything in your inbox

• Unresolved – items that need action

• Resolved – completed items

You can also filter by type of message

• Schedule Changes: New request, change request and cancellations
• Operational: Notes to be updated for profile or appointments
• Payment:  Invoice related inquiries
• Urgent Issues: Any thing marked as urgent by the system

Why It Matters

Smart Inbox reduces operational overhead by:

• Eliminating manual navigation across screens

• Speeding up response time

• Standardizing how common requests are handled

Best Practices

• Check Unresolved daily to stay on top of requests

• Use recommended actions whenever possible (faster + fewer errors)

• Resolve messages after taking action to keep the inbox clean