Messaging & Templates
Learn how to communicate with clients, use quick actions, and create reusable message templates.
Messaging Clients
Stay connected with your clients through real-time messaging.
1
Access Messages
Go to Messages from your dashboard sidebar to see all your conversations.
2
Start a Conversation
Click New Message to start a conversation with any of your connected clients.
3
Real-Time Chat
Messages are delivered instantly. You'll see typing indicators when clients are responding and read receipts when messages are seen.
Note
The client side panel shows their assigned plans and packages so you can quickly reference their current programming while chatting.
Quick Actions
Use quick actions to send formatted information without typing everything manually.
1
Send Pricing
Click the pricing quick action to send a formatted card showing your session rates and packages.
2
Send Booking Link
Share a direct booking link so clients can easily schedule their next session.
3
Request Payment
Send a payment request for outstanding balances or custom services.
Pro Tip
Quick actions save time and ensure clients receive consistent, professional-looking information.
📱 iOS App Limitations
Due to Apple App Store policies, payment-related quick actions (payment requests, paid product links, package offers) are hidden when using the iOS app. Clients on iOS will need to complete purchases via the web. Consider directing iOS clients to your web profile for paid services.
Message Templates
Create reusable templates for common messages to save time.
1
Create a Template
Go to Settings → Message Templates and clickCreate Template.
2
Organize by Category
Assign templates to categories: Welcome, Follow-up, Pricing, Plans, or General for easy organization.
3
Use Templates
When messaging, click the template icon to browse and insert saved templates with one click.
Pro Tip
Great templates to create: Welcome message for new clients, session reminder, check-in message, plan update notification, and payment follow-up.
Communication Best Practices
Tips for effective client communication.
1
Respond Promptly
Try to respond to client messages within a few hours during business hours. Quick responses build trust and engagement.
2
Be Professional
Maintain a professional tone while being friendly and supportive. Your messages reflect your coaching brand.
3
Set Expectations
Let clients know your typical response times and preferred communication hours to manage expectations.
Warning
Avoid sharing sensitive health advice via messaging. For medical concerns, always recommend clients consult healthcare professionals.
Changelog
- 26 December 2024: Added iOS app limitations note for payment-related quick actions.