Texting Inbox and Sending a Text

Your Inbox is where you text one-on-one with clients — send a message, personalize it, keep costs down, and catch texts from new numbers. This article covers sending a text, making it better, and finding your conversations.

 

Find the Inbox

The Inbox lives in the left navigation bar of your portal. It's where you view and reply to text conversations, start a new text, and even add new clients.

 

How to Send a Text

1. Go to the Inbox in your portal.
2. Click the plus (+) icon to start a New Text Message.

3. Search clients to find who you want to text, or Create a New Client if they're not in Loyalsnap yet.

4. Once you pick the client, their details show on the left and you can type your message in the center.

5. As you type, watch the Estimated # of segments counter under the message box.

⚠️ Note: Texting is metered — you're charged per segment sent and received, and one segment is 160 characters. The counter takes the guesswork out of it. For details, see SMS Pricing Information.

6. When your message looks good, click Send Message.

 

Make Your Message Better

Merge fields — personalize a text by inserting details like the client's name, your studio, and more. They fill in automatically for each recipient.

Emojis — add a little personality with emojis. Keep in mind each emoji uses about 70 characters (roughly half a segment), so a few go a long way toward keeping costs down.

Images (MMS) — click the image icon below the message box to attach an image. See Multimedia Messages (MMS) for pricing and details.

Link shortener — many carriers block long links, which hurts deliverability. Use the link shortener to keep links short so your important links reach clients (and to help manage texting fees).

 

Getting Texts From New Numbers

If someone who isn't in your system texts your studio's number, their message still shows up in your Inbox so you never miss a lead. You'll see their phone number and any details Loyalsnap has, and you can reply from the Inbox or their profile. These new texters become inbound text leads — see that article for how they work and how they turn into full clients.

 

Finding Your Conversations

Your Inbox uses filters so you can focus on what matters: All, Unread, Awaiting reply, Open, Scheduled, and Archived. It opens on the Open view by default — switch to All to see every conversation. For how each filter works, see Managing Your Inbox: Filters, Read Status, and Archiving.

 

Troubleshooting / FAQs

Q: I don't see all of my conversations — where are they?

A: The Inbox opens on the Open filter, so you may not be seeing everything. Switch to All to view every conversation, or use the other filters to narrow down. See Managing Your Inbox.

Q: Someone texted us who isn't a client yet. What happens?

A: Their text appears in your Inbox as a lead, labeled with their phone number. You can reply right away, and they become a full client once they book or are added in your booking platform. See Inbound Text Leads.

Q: How do I keep my texting costs down?

A: Watch the segment counter as you type, go easy on emojis (each is about half a segment), and use the link shortener for any links. See SMS Pricing Information.

Q: Can I send an image in a text?

A: Yes — use the image icon below the message box to send an MMS. See Multimedia Messages (MMS).

Q: Can I use the Inbox on my phone?

A: Yes. Download the Loyalsnap app for iOS or Android to text on the go.

If you're still running into issues, reach out to your Loyalsnap rep or contact [e-mail]