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Inbox & Client Messaging

How to direct message your clients

Written by Long Nguyen

Stay connected with your clients through Everfit’s messaging feature. You can send real-time messages, share media, and keep track of conversations across both the web platform and mobile app.

Check out Everfit Inbox Tutorials here.


Everfit Web Platform

Send a message

You can look for your clients in the list of ongoing conversations or start a new conversation by clicking on the Compose icon.  

Once you've located the client you want to send a message to, simply write your message in the text box at the bottom and click enter.

Media (Upload & Camera)

You can send media to your clients by clicking the camera icon, where you can either upload up to 5 images or videos at once from your device or choose Open Camera to capture photos or record videos directly using your webcam, then review, trim (for videos), and attach them before sending.

Note: The Open Camera option is currently not available. Please upload media directly from your device instead.


Manage conversations

Mark a conversation as unread

If you would like to remind yourself to check back on a conversation, click on the “...” button and select Mark as unread either in the list of conversations, or the button at the top right corner of the selected conversation.

You can easily sort all unread messages by switching to the “Unread” tab in the Inbox to focus on those conversations first.

Archive a conversation

You can archive a chat by clicking on the “...” button at the top right corner. Once a conversation is archived, you can always use the Compose option to look for the client and start chatting with them again.

View client details & activity

On the right side of your message inbox, you will find useful client details, such as:

  • Local time

  • Notes

  • Client activity updates

If there's anything important to remember, you can add it to the notes section directly from here. You can also access the client overview by clicking on the client's name.

Pro tip: if you would like to disable direct messaging for a certain client, simply turn off the Messages feature in client settings. Check out how to manage features for a client here.

Client Activity

The Updates section on a client’s profile shows all recent activity across categories, and you can use the Filter dropdown to narrow them by category (Forum, Training, Task & Habit, Nutrition, Progress Photo, Payment, Admin), with the list updating to show only relevant conversations.

Simply click on the external link icon will open the Notification Center with the current client and selected group filters automatically applied.


Everfit Coach App

To access messages, you just need to tap the Inbox icon. From there you can send clients an update, ask a question, send a video for a form check, or even send a voice note.

Similar to the web app, you can select and send up to 5 media files (videos & images) to clients as one message through the Inbox of the app.

To remove a message, you can simply press hold on it and choose 'Delete'. Then it will show that the message was unsent.

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