Each event has one conversation with its clients. Reply from your inbox, attach files, see whether a message was read, and ask the client for the documents you need.
While an event is an inquiry, a message to the client can go as an email from your business name, and their reply comes to your own inbox. Once they are in the portal, messages stay in the thread and show whether they were read.
Shared conversation Wedding inquiry — Maya Chen
YouOct 2, 11:40 AM
Thank you for getting in touch about your event. We would love to hear more about it.
Emailed directly
Message your clientHere are two times for a call this week: Tuesday at 11 AM or Thursday at 3 PM.Send asEmail to Maya ChenSent from your business name; their reply comes to your email.
Send email
Save the replies you write every week.
Eight replies come with every workspace, from the first answer to an inquiry to the thank-you after the event. Pick one to fill the message box, change what you need, and save any message you write as a new one.
Reusable replyChoose a saved reply…
Inquiry reply — thanks and next step
Consultation follow-up
Proposal sent — what happens next
Contract ready to sign
Payment reminder
Questionnaire request
One week to go — final details
Thank you after the event
Save as reusable reply
Ask for the file, with a due date.
Request a document on the event with instructions and a due date. The client uploads it from their portal, and the request shows Received with the file attached.
Documents to collect Close
Board-approved budgetDue Oct 9, 2026ReceivedOpen file
Sponsor logosOne file per sponsor, as PNG or PDF.Due Oct 30, 2026NeededCancel request
File neededSigned venue agreementInstructionsThe copy River House countersigned.Due date11/13/2026Request file
Also here: browser notifications for new messages where supported, attachments up to 15 MB each, view-only access for people who can read but not reply, and the same thread inside each event.