Create and Manage Chats With Your Clients

Video walkthrough of how to create and manage a chat

To create a new chat, open Coaching in the left menu and click Chat, or click the + next to Chat to start one straight away. You’ll be prompted to choose the chat type you want to create:

• Direct Message

• Group Chat

• Broadcast

Select the type you want, then add the participant(s) you’d like to include. Once added, your chat will be created instantly.

(In group and broadcast chats, you can @ your clients inside the chat)

To manage an existing chat, open the chat and tap the three dots in the top-right corner. Here you can:

• View chat members

• Mute notifications

• Rename the chat

• Delete the chat

To react to messages, simply hold down on a message. You can add emoji reactions, reply directly, download attachments (such as photos), or delete your own message.