Message clients
Start and manage OneDiary conversations without mixing them into private notes.
Messages are for client-facing conversation. Private client notes and internal appointment notes stay inside the business record and are not sent to the client.
In the app Messages are available from the top bar, menu, client profiles and supported appointment actions.
Tap the messages icon in the top bar or open Messages from the menu.
Choose an existing conversation, or start one from a client profile when available.
Write the message and add a supported attachment only when it is needed for the appointment.
Send the message. The unread badge clears as conversations are opened and read.
Keep sensitive or internal observations in Private notes instead of the conversation.
In the portal Client conversations are currently handled in the OneDiary app.
Use Clients in the portal to check contact details and appointment context.
Open the OneDiary app when you need the shared conversation and message history.
Do not copy conversation text into private notes unless it is genuinely needed as an internal record.