Messaging

Every client has a conversation with you, built right into their record. You can send text, voice notes, images, programs and meal plans — and reach your whole roster in one go when you need to. This guide covers both.

Before you begin

At least one active client to message.

Steps

1. Open the conversation

Open any client and the Messages panel sits on the right of their record. Collapse it to a thin strip to reclaim space, or expand it to full width when a conversation needs your focus — it remembers how you left it.

To see every conversation in one place, open Messages in the top bar. The Message centre lists who’s awaiting your reply, longest wait first; pick anyone on the left to read or start their conversation, and choose ← All messages to come back to the Message centre.

2. Send a message

Type in the box and press Enter to send (Shift+Enter for a new line). Your message appears straight away, and any reply from the client arrives without you refreshing.

3. Attach more than text

From the compose bar you can add one attachment per message:

Image — a photo or screenshot.
Program — one of your templates, which lands as a card the client can open.
Meal plan — one of your meal plans, sent the same way.
Voice note — record straight from the panel with the microphone.

4. Reuse messages you send often

Choose Templates in the compose bar to drop in a message you’ve saved, or + Save this message as a template to keep the one you’ve just typed. Manage them all under Messages → Templates, where you can insert placeholders that are filled in per client when you send. The first-name placeholder uses a client’s nickname when you’ve set one on their Details.

5. Keep on top of replies

Unread messages show as a badge on the client’s row in your list (and on the collapsed panel). When a message doesn’t need a reply, hover the client’s unread badge and mark it read in one click, without opening the thread.

6. Message several clients at once

Select clients in your list — tap the circle on a client’s avatar, and hold Shift to select a range, or use Select all visible. Then:

Send message — the same message drops into each selected client’s own conversation.
Assign program — put a template on everyone you’ve selected at once.

You can also choose Message clients in the Message centre and pick recipients there.

What you’ll be able to do

Message a client one to one, with images, programs, meal plans, and voice notes
Save and reuse messages as templates
See and clear unread messages from your client list or the Message centre
Send the same message to many clients at once, privately