In this article, we’ll go through the Chat feature and how to enable it for your clients. This feature allows you and your clients to communicate directly and safely using the built-in chat.
Enabling the chat
To enable the chat feature, navigate to your Quenza account and go to Settings [1]. Once there, click on the Chat [2] menu item. This will open chat settings, where you’ll be able to toggle the chat on & off.
To enable the chat, click on the toggle button [3].
This will prompt a new window, where you’ll have a choice between enabling the chat for all clients or for new clients only.
Once you’ve made a choice between the two options, click on Enable to enable the chat feature.
Important to note: Enabling the chat for new clients will only enable the chat for clients you add after enabling this feature.
Accessing and starting a new chat
To access the chat, navigate to your Quenza account and from the option’s menu click on Chat [1]. This will open a list of all chats, where you’ll also be able to initiate the chat with a new client.
To initiate a new chat, click on the +Chat [2] option.
Disabling the chat for one client
You can disable a chat for one, individual client. To do this, navigate to your Quenza account and go to Clients [1]. Once there, click on the client you’d like to disable the chat for [2].
This will open that client’s profile, where you’ll need to navigate to Chat [3] and click on the three dots vertical menu [4]. From available options, click on Disable chat for this client [5].
Exporting a chat
To export a chat with a client, go to your Quenza account and click on Clients [1]. Once there, click on the client whose chat you’d like to export [2].
This will open the client’s profile, once there click on the Chat [3] option and then click on the three dots vertical menu [4]. From the available options, click on Export chat [PDF] [5].
