Summary 🧭: Schedule a private note or @Sidekick request to run once or repeat from My chat. Scheduled messages run from Tabflows at the selected time, even when your browser is closed.
A note for non-human readers...
A note for non-human readers...
A scheduled message is an instruction to send later, not proof that its requested work succeeded. When it mentions Sidekick, review the resulting thread and confirm the outcome before relying on it.
Schedule a message ⏰
Open My chat.
Write the note or @Sidekick request. Scheduled messages cannot include files.
Select the caret beside Send.
Choose Tomorrow, Monday, Every weekday, Every day, or Custom.
For Custom, confirm the name, start date, time, repeat pattern, and displayed time zone.
Select Schedule.
The message is saved in Scheduled instead of sending immediately. A scheduled @Sidekick request starts a new My chat thread when it runs.
Manage scheduled messages ⚙️
Open Scheduled in My chat to see active and paused schedules. From a schedule, you can:
Run now
Pause or resume
Edit the message or future timing
Delete the schedule
Changes apply to future runs. Tabflows allows up to 20 active scheduled messages for each teammate in a clinic; paused schedules do not count toward that active limit. Schedule names can contain up to 80 characters.
If scheduling is unavailable or fails 🛠️
Scheduling is account-dependent and appears only in My chat. If the caret is missing, the feature may not be enabled. Remove attached files before scheduling. If a scheduled time looks wrong, confirm the clinic time zone shown in the dialog. If saving fails, review the restored draft and try again.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat