The out of office feature sends custom automated message responses to clients when firm members mark that they are out of the office.
Turning OOO On and Off
To quickly turn Out of Office on and off, you can navigate to the top right corner of the Messages page in the Communications Tab. There you will see a toggle. To enable OOO for messages, click the toggle so that it turns green.
When the toggle switch is enabled, OOO status is turned on. If a client messages you directly or in a thread, you will respond with an automated message. The automated message will be the default unless you change it to a custom message.
To turn on OOO for specific dates, you can navigate to OOO Settings underneath the Settings icon in the upper right hand corner of the Messages page. Please ensure that the checkbox next to Start Date is checked off. Then, you will be able to set a date that you would like the OOO status to begin. It is optional to set an end date. If you do not set an end date, the OOO message will remain enabled indefinitely. If you would like to set an end date, ensure the checkbox next to End Date is checked off. Then, you will be able to set an end date.
Please note that you will only be able to set an end date if you have a start date selected first.
NOTE: If the toggle is used to turn off the OOO status during a set date period, the dates set will be disabled.
To set a custom message, you may navigate to the OOO Settings page (pictured above) underneath the Settings icon in the upper right hand corner of the Messages page. Underneath Automated Message, you may write your custom message that you would like sent to all clients who message you while away. Once you select to Save Settings, the new custom message will be sent when a client messages you. If you do not customize the message, the default message will be sent. This message reads, "Thank you for your message. I'm currently out of office. I will respond to your message promptly when I return."