Historical client messages are stored in two main places: on the Clients page inside the client record, and in the Inbox. I recommend using the client record when focusing on one person, and the Inbox when checking multiple conversations or message delivery.

This path is handy when already working with a specific client record and wanting to quickly see the full message history.

1. Open the Clients page

Select Clients from the left side panel.

2. Search for the client

Use the search field at the top of the Clients page to find the desired client by name, phone number, or email.

3. Open the client details

Click the client name in the results list to open the Client details view.

4. Open the Conversations tab

Inside the client record, select the Conversations tab. This shows all previous SMS chats and messages linked to that client.

5. Review the message history

All previous chats with that client are listed in chronological order. Older messages sit higher up the list, newer ones closer to the bottom, so scrolling is sometimes the best workout of the day.

The Inbox is ideal when checking multiple conversations, message delivery, or working as a team.

If a client has multiple phone numbers, I recommend confirming the number in the Clients record first, then matching it in the Inbox to avoid chasing the wrong thread.