Messaging Your Clients

Select More (⋮) in a conversation:

• Mark as unread puts it back in Needs reply.
• Mute conversation stops its alerts and emails for everyone at your practice. It still shows in the Inbox, with a muted icon. Select Unmute conversation to turn alerts back on.

Sharing into a conversation

Select Share in the conversation to add:

• A document you hold for the client. Sharing it also makes it visible in the client's Documents. It needs read & write access.
• A debt payoff plan you have already sent to the client. It shows as a Scenario until the client accepts it.
• A scenario you saved for the client in a tool that supports sharing, such as Financing Modeler. The client opens a read-only copy of the version you sent. You can also send it from the scenario with Send to client.

Shared items show whether the client has opened or accepted them.

Select Withdraw on a shared item to remove it. The client sees it as Withdrawn and can no longer open it.

Office hours and away

Select the clock chip beside the Inbox title to set your hours and an away message. It reads Set office hours until you do.

• Clients see one line, for example "Replies weekdays, 9–5 CT".
• With Pause alerts outside these hours on, new-message alerts wait until your hours start.
• While you are away, each conversation gets your away message once, and clients see the date you are back.

Reminders to clients

If a client has not answered one of your messages in three days, they get one email reminder. It names the advisor and does not include the message.

Notifications

Message alerts and emails go to the practice owner. In Settings → Notifications, the owner sees Messages:

• New message and Requests each have in-app and email switches.
• Message emails sets when a new message email is sent: Right away, If unread after 15 minutes, or Daily summary.
• Read receipts off: clients don't see when you've read their messages, and you don't see when they read yours.
• Office hours opens your hours and away message.

When a connection ends

The conversation stays readable on both sides. No one can send new messages in it.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.