Bookings & clients
Triage new senders
Review messages from unknown senders in the Inbox, then add them as clients or dismiss them.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
Where to find it: Inbox, then the New senders pill (/dashboard/inbox?view=leads).
When a message arrives from a sender who is not one of your clients, it lands in the New senders view of your inbox. Triage keeps your client list clean: only real prospects become clients.
How to triage a new sender
- Open the Inbox and select the New senders pill.
- Open a sender to read the message.
- Choose one action:
- Add as client — the sender becomes a client, and the conversation moves to your regular inbox.
- Dismiss — the sender is not a prospect. They leave the pending list.
- Mark as spam — the message is unwanted.
Statuses
| Status | Meaning |
|---|---|
| Pending | A new sender waiting for your decision. |
| Dismissed | You reviewed the sender and dismissed them. |
| Spam | You marked the message as spam. |
Good to know
- Adding a sender as a client creates a full client record. You can then add contact details, tags, and notes on the client detail page.
- New senders come from your connected channels: Gmail and Instagram. Messages from your storefront become clients directly, so they do not appear here.