Chat

What you see on this tab

A chronological list of messages between the coach and the client, plus system messages (for example, when a session is scheduled). Each message shows the sender, timestamp and read status.

Send a message

1. Type your message in the box at the bottom of the thread.
2. Press Enter to send, or Shift + Enter for a new line.
3. The client sees the message in real time. They can reply from their client portal.

Attach a file

1. Click the paperclip icon next to the message box.
2. Pick a file from your library or upload a new one.
3. Send. The file appears inline in the chat and is also added to the case's Files tab.

Turn chat off for a case

1. Open the case.
2. Click the Settings tab.
3. Toggle Enable chat off. The chat thread stays in the database but new messages can't be sent or received.