Message Clients
Use direct messages for nudges and encouragement between check-ins.
5 min
Video coming soon
Messages is the direct line to your clients, kept with the rest of the relationship.
What you'll learn
Start a thread
Each client has a single ongoing conversation — open it from Messages or their profile.
Nudge, don't track
Use messages for encouragement and quick questions; use check-ins for anything you want to record on a schedule.
Keep context
A client's conversation shows on their profile next to their check-ins, habits, and progress.
Tip
The step-by-step version is the Messages guide under Articles → Workspace.
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