How to send or schedule messages to clients
To message clients in Rabbit Invest, open Communication Hub and tap Send / Schedule New Message. Tick the clients or pick a family, choose email or app notification, and pick a template or write your own. On Preview & Send, send it now or schedule it for a date and time.
Steps
Open Communication Hub
All client messaging lives here.
Tap Send / Schedule New Message
The message builder opens.
Tick the clients, or pick a family
Message one client or many.
Choose email or app notification
Reach clients where they look.
Pick a template or write your own
Add client details in one click.
On Preview & Send, choose Send now or Schedule for later
Check the message first.
Pick a date and time, then tap Schedule message
It goes out on its own.
If something does not work
Can I reuse a message?
Yes. Save it as a template in Communication Hub and pick it next time.
Where can I see what was sent?
Message history in Communication Hub lists every message sent, scheduled or failed.
