The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Scheduled Messages to Clients

Here’s a neat little trick that can add an extra bit of supportive presence for your clients when you’re not around.

CoachAccountable has long allowed you to send out a quick email to your client, allowing you to keep a record of the correspondence as well as just plain being handy.

You can now send a message to your client in the exact same way BUT have it actually be sent out at whatever future date and time you like.  Compose now, schedule delivery for later.

Let’s see how it works!

Setting up Scheduled Messages for your Clients

To set up a scheduled message for your client, you start in the usual way by clicking the little email icon next to their head shot on their Client Page:

UI with the email client button

This brings up the message composing window like usual, but notice at the bottom there’s a “Send later…” button.  Clicking it reveals the controls to choose when you’d like your message to be sent:

UI for composing a client message to be sent later

This time defaults to an hour in the future, but you’ll probably want to set it to something a little more deliberate.

Whenever you’ve got one or more messages that are scheduled to be sent to your client, you’ll notice the email button gains a little extra button:

Client Message adder button with an extra icon

You’ll know at a glance when you’ve got a message scheduled to go out.

Clicking this little icon reveals whatever messages you have scheduled that are yet to go out:

Listing of scheduled messages

You can tee up as many messages as you like, but this should generally be a pretty short list.

You can cancel out any scheduled messages here simply by clicking the trash icon, that deletes it fully.

If you want to view (and perhaps modify) the contents of a message you’ve got scheduled, simply click the edit icon.  Doing so brings up the full compose window once again, wherein you can even revise decisions to CC yourself (or not) and add to the client’s Stream (or not):

Editing interface for an already scheduled message

Want the message to be sent immediately? Just change the sending date & time to anything that’s now or earlier.

Scheduled messages that you have set to CC yourself will arrive in your inbox at the same time your client receives it.

And that’s all there’s to it!  Scheduling message to clients allows you to very easily share with your client a thoughtful communication (be it bit of wisdom, encouragement, a reminder, or something else), and have them get it when it can be most useful and timely.

Enjoy!

6 Comments »

  1. T Smith said,

    August 30, 2021 @ 10:55 am

    Well Done John – I like to queue up messages of encouragement etc.. this will be a great fit!!

  2. Tamica Sears said,

    August 30, 2021 @ 12:32 pm

    This is an awesome feature!

  3. Marcus Thomlinson said,

    August 30, 2021 @ 12:45 pm

    Nice work. Thank you. Scheduling is great for productivity! Maybe templates next? :)

  4. John said,

    August 30, 2021 @ 5:55 pm

    Nice, glad to hear this is a win!

    And Marcus, templates are… on radar. :)

  5. Elizabet J van Laar said,

    August 30, 2021 @ 6:31 pm

    Great!

  6. Andreas Lycke said,

    August 31, 2021 @ 3:04 am

    Love this! Makes my client think I am online even when I`m not. And makes it possible to send messages at the time my client needs to see them!

    Thanks! :-)

Leave a Comment