Loyalsnap's Texting Inbox app lets you send and receive client messages from your phone, wherever you are. You can text clients, send images, use response templates, schedule messages, and view client details on the go.
Download and log in
- Open the app store on your phone and search for Loyalsnap.
- Download the Texting Inbox app — Apple iOS or Google Play.
- Log in with your Loyalsnap Portal credentials.
- Allow push notifications so you get an alert on your phone when a new text comes in.
Choose your studio
If you have more than one studio under your login, open the app's Settings to choose which studio's inbox you want to view.
Send and receive messages
Open a conversation and type in the message bar at the bottom. Tap Send to send right away. When you're typing, a row of tools appears above the message bar:
- Attach an image (camera icon): Send a photo with your message (one image per message). Available if your studio has MMS enabled.
- Response templates (clipboard icon): Insert a saved response template so you don't have to retype common replies. Available if your studio has response templates enabled.
- Schedule send (clock icon): Tap it, choose a date and time, then send — the message goes out automatically at that time. Tap it again to switch back to sending now.
- AI suggestions (sparkle icon): Get suggested replies you can drop into your message. Available if your studio has Loyalsnap Intelligence enabled.
You'll also see a live character count as you type, and you can use merge fields in your message.
View client details (view only)
To see a client's details:
- Open the client's conversation.
- Tap the information icon next to the client's name.
The app shows the client's name, email, phone number, and opt-in status (tap the information icon next to the phone number), plus:
- Client List: Any static lists the client is on in the Portal.
- Current Dashboard Category: The category the client is currently in, if any.
- Activity: Total visits, first/last/next visit dates, and their next upcoming follow-up task (or their overdue task if none is upcoming).
- Contracts: The client's most recent contract name and status.
- Active Package and Last Package.
- Notes (view only): Any notes from the client's details in the Portal.
Frequently asked questions
Q: Can I send a photo from the app?
A: Yes, if your studio has MMS enabled. Tap the camera icon in the message tools to attach one image to your message.
Q: Can I schedule a message to send later?
A: Yes. Tap the clock icon, pick a date and time, then send — the message goes out automatically at that time.
Q: Can I send WhatsApp messages from the app?
A: Yes, if your studio has WhatsApp enabled. You can message clients over SMS or WhatsApp, and WhatsApp messages show a WhatsApp badge.
Q: I don't see the response template or image buttons. Why?
A: Those tools depend on what your studio has enabled (response templates and MMS). If you need them turned on, contact your Loyalsnap rep.
Q: Can I edit a client's details in the app?
A: No. The app shows client details as view-only. Make edits from the Loyalsnap Portal.
If you're still running into issues, reach out to your Loyalsnap rep or contact support.