Message clients like texting, and assign homework to a case.
Send a message
Click Messages in the sidebar, then ＋ New message . You can also start one from a case or a contact.
Pick who to include: one person, or several of a case's people. Everyone you include sees the replies.
Write your message and send it. Clients reply from their portal and get an email nudge, never the message content.
The person who pays is never a message recipient, and churches have their own separate channel.
Assign homework
Click Homework in the sidebar, then + Assign homework .
Pick the Case . The homework goes to that case's clients, each tracked on their own.
Choose an item From your library , or pick Custom and type a Custom assignment title .
Add an optional Note to client and click Assign .
It shows in the case and in each client's portal, where they mark it done.
Add to your resource library
On the Homework page, in the Resource library card, click + Add resource. Enter a Title, pick a Type (Document, Link, Video, or Audio), add a URL if there is one, and click Add resource.