The right panel in Messages is your command center for managing family information, appointments, and enrollments—all without leaving the conversation.

This slim, expandable panel keeps essential data at your fingertips. Collapse it when you need focus, expand it when you need details. Everything flows naturally as you communicate with families.

Three Views, One Panel

Switch between three powerful views with a single click:

  • Family Info — Contact details, tags, and communication preferences
  • Appointments — Tour scheduling and calendar management
  • Enrollment Opportunities — Track where each family is in your enrollment process

No more jumping between screens or losing your place in a conversation. Everything you need is right there.

[SCREENSHOT: Full Messages screen showing the right panel expanded with the three view options visible at the top]

Family Info View

Add, edit, and manage family details without interrupting your conversation:

  • Names, phone numbers, and email addresses
  • Assigned staff member
  • Tags and campaign associations
  • DND (Do Not Disturb) settings for families who prefer limited contact

Keep your parent database current while staying engaged in the moment.

[SCREENSHOT: Right panel showing the Family Info view with contact fields, tags section, and DND toggle visible]

Appointments View

Handle tour scheduling directly from Messages:

  • Book new tour appointments
  • View upcoming and past tours
  • Reschedule appointments on the fly

When a parent texts asking about tour times, you can check availability and book them in—all in the same conversation thread.

[SCREENSHOT: Right panel showing Appointments view with upcoming tours listed and a "Book New Appointment" button]

Enrollment Opportunities View

Track and manage enrollments while you communicate:

  • Create new enrollment opportunities
  • View all opportunities for this family
  • Update enrollment stages and details
  • Add notes about the family's preferences

See exactly where each family stands in your enrollment pipeline, right alongside your conversation history.

[SCREENSHOT: Right panel showing Enrollment Opportunities view with an active opportunity card displaying pipeline stage and edit options]
Pro Tip: Use the right panel to quickly tag families during conversations. If a parent mentions they need infant care, add an "infant" tag immediately so you can follow up with relevant information later.

Collapse for Focus

Click the collapse arrow to hide the panel when you need more screen space for longer conversations. Click again to bring it back instantly—your view preference stays exactly where you left it.

[SCREENSHOT: Arrow button that collapses/expands the right panel, showing both collapsed and expanded states]