Messaging & chat
Talk to your clients in real time. Rich-formatted messages, photos and voice notes, @mentions, edits, emoji reactions, read receipts, and announcement-only groups. Web and mobile, fully in sync.
Messaging is where day-to-day coaching happens. Every client has a conversation with you, and you can spin up group conversations for cohorts, challenges, or your whole roster. Messages sync in real time across your web dashboard and your clients’ mobile app: send a photo from your laptop and it’s on their phone before they’ve put it down.
Chat has grown into a deep feature set. This section walks through all of it, from the basics (sending a message) to the advanced controls (announcement-only groups, message editing, mentions). Pages are tagged Basic for everyday use and Advanced for power features you can grow into.
Where to find chat
- Web dashboard: the chat icon in the top bar. It drops a short panel listing your conversations with their unread counts; click any row (or the panel’s own header) to open the full Chat screen.
- A single client: open their record and use the chat button in the record header. Your whole history with that one person slides in beside the record, so you can answer without leaving what you were reading.
- Mobile app: your clients message you from the branded app; you can reply from the app too.
Basic vs. advanced
| Start here Basic | Grow into Advanced |
|---|---|
| Sending messages, replies, read receipts | Rich formatting & @mentions |
| Photos, files, voice notes | Editing & deleting messages |
| Reacting with an emoji | Announcement-only / read-only groups |
| Notifications | Searching what was said in a chat |
Pick a guide:
Messaging basics
Start conversations, send messages, reply to a specific message, read a conversation row at a glance, and understand the status icons. Everything you need for day-to-day chat.
Search your chats
The search box at the top of the chat sidebar finds people and groups by name across your whole inbox, and searches the text of your messages too, so you can track down the conversation where something was mentioned even when you can't remember who you said it to.
Formatting & mentions
Make messages clearer with bold, italic, strikethrough, links, inline code and code blocks, and pull someone in with an @mention that notifies them.
Editing & deleting messages
Fix a typo or wrong number after you've sent it. Edit any of your messages at any time, delete ones you don't want, and copy text or a link out of any message.
Reacting to messages
Answer a message with a single emoji instead of typing "got it" for the tenth time today. Reactions work on web and mobile, both you and your clients can use them, and they appear instantly for everyone.
Photos, files & voice
Send images, videos and documents, from your device or your Vault media library, plus voice notes you can play back at 1.5x or 2x, emoji, and saved message templates — typed or recorded — for the things you send often.
Announcement & read-only groups
Run a group where only you (and admins) can post, perfect for broadcasts, cohorts and announcements, by setting roles and per-person posting permission.
Notifications
How chat notifications work: when a push is sent, who gets it, what an @mention adds, what happens when the app is already open, and why your dashboard stays quiet.
Who has read a message
What the tick on your own message means, why a big group tells you how many read it instead of who, and how Read activity answers the question your shared inbox actually asks: has anyone picked this up yet?
Messaging on mobile
What chat looks like for your clients in the branded mobile app. What they can read, how they send and manage messages with press-and-hold (the one gesture worth telling every client about), how they know a message reached you, and the one difference from the web composer.
Stage & labels in the chat list
See which pipeline stage a client is in and which labels they carry without leaving chat, and narrow the inbox to those clients, or to the clients whose reminders a coach looks after.
Filter conversations (All, Unread, Drafts)
A one-tap toggle at the top of the chat list narrows your inbox to only unread conversations, or only the ones where you left a draft, so nothing waiting on you gets buried.
Browse shared media, files & links in a chat
A button in any conversation header opens the "Shared content" panel, a history of every image, video, document and URL exchanged in that thread, split into three tabs.