Message clients, groups and other coaches

Chat with clients and groups, and use channels to message other coaches.

Where: Web or mobile app, for coaches

Messaging a Client

Chat with a client, a group, or other coaches. Client chat needs the client to have a Demotu app account. Chat between coaches uses channels and needs Messaging turned on.

Steps

Message a client

  1. Open the client. On the client's Home tab, tap Message.

  2. Or, on Home, tap the chat icon at the top right of the welcome card to open Messages. Pick a chat, or tap Start a new chat.

  3. Type your message and tap send.

Start a new chat from Home

  1. Go to Home (the house icon in the bottom bar). Tap the chat bubble icon at the top right of the welcome card. The Messages screen opens.

  2. Tap Start a new chat. It is the card at the top, under the title. The New message screen opens.

  3. Type a name in the search box to find a client. Scroll down to load more clients.

  4. Tap the client. The chat opens. Type your message and send it.

  5. To go back to the list, tap the back arrow at the top left of New message.

Read unread client messages

  1. Go to Home. Look at the chat bubble icon at the top right of the welcome card. If you have unread messages, a small number shows on the icon. It shows 99+ when you have more than 99.

  2. Tap the chat bubble icon. Each row shows the name, the time of the last message, and a preview. Conversations with unread messages show a number badge, and the preview text is bold. If you sent the last message, the preview starts with You:. Group chats show a group icon instead of a photo.

  3. Tap a row to open the chat and read it. Type your reply and send it.

  4. Close the chat. The list refreshes. Tap the X at the top right of Messages to go back to Home. The number on the chat icon updates.

Send a photo, video, or file

Tap the + button next to the message box. Choose Take photo, Choose photo or video, or Choose document. Files other than videos can be up to 30 MB.

Message a group

  1. Tap the + button in the bottom bar to open the menu, then tap Groups.

  2. Open the group and tap the chat button.

  3. Type your message and tap send. Group messages do not send phone notifications.

Message other coaches

You must belong to an organization, and Messaging must be on for your account.

  1. Tap the + button in the bottom bar to open the menu, then tap Messages.

  2. Pick a channel or a direct message. To start one, tap the add button on Channels or Direct Messages.

  3. Type your message and tap send.

You can also add a reaction with the smiley button on a message, search with Search messages..., and mute a channel. To mute, press and hold the channel in the list and tap Mute Channel.

Edit or delete your own message

You can change or remove messages that you sent in a channel or a direct message. You cannot change messages from other people.

  1. Tap the + button in the bottom bar, then tap Messages. Open the channel or direct message.

  2. Find your message. Tap the ... button next to the time. Only your own messages have it.

  3. To change the text, tap Edit. In Edit Message, change the text, then tap Update. The text cannot be empty.

  4. To remove the message, tap Delete. Demotu asks if you are sure and says this cannot be undone. Tap Delete to confirm. Tap Cancel to keep it.

Create or join a channel

  1. Tap the + button in the bottom bar, then tap Messages.

  2. Next to Channels, tap the add button. Its label is Create or browse channels.

  3. To make a channel, open the Create tab. Enter a Channel name.

  4. Optional: under Add members, search in Search people... and pick people. Type at least two characters.

  5. Under Channel type, tap Public or Private. Public is visible to people in your organization. Private is invite only.

  6. Tap Create Channel.

  7. To join one, open the Browse tab and tap the channel. It shows "Joined channel successfully."

Add or remove people in a channel

Only team admins see Remove in the app. Other coaches can remove people on the web.

  1. Open Messages and tap the channel.

  2. Tap the members icon at the top. Its label is View channel members. The Manage Members sheet opens.

  3. To add people, open the Add tab, pick them, and tap Add Selected Members.

  4. To remove someone, open the Members tab and tap Remove next to their name. Confirm in Remove Member.

Common questions

Can I send one message to all my clients at once?

No. Demotu has no message to all clients at once. To reach many clients, put them in a group and use the group chat.

Why can't I message this client?

The client needs a Demotu app account to read your messages. On web, the Messages tab on the client's page stays greyed out until they have one. On mobile, the Message button does not show.

How do I give a client an account so I can message them?

See Give a client app access. In short: on web, open the client, select the Create Account icon, and confirm with Create Account. The icon is greyed out if the client has no email address on file. On mobile, open the client, tap More, then tap Edit. In the Login Account section, tap Create Account. Enter the client's email if the app asks for it, then tap Confirm.

Do I need to turn on Messaging to chat with clients?

No. Client chat works without it. Messaging is only for chat between coaches.

Can Borelli write a message to my client for me?

Borelli can draft it in Ask Borelli. You review it and select Send message.

I do not see a client in the new chat search on mobile.

Guest clients do not show in this list. Check the spelling of the name. If you see "No clients found", no one matches your search.

What does the "Self" tag mean?

It marks your own client profile, if you have one. You can open a chat with it like any other client.

I see "No conversations yet" on mobile.

The list shows clients you have already exchanged messages with, plus your groups. Archived clients do not show. Tap Start a new chat to message a client first.

Why does Messages in the left menu not show my groups?

Messages in the left menu is chat between coaches. Open group chats from the group, or from the chat icon on the Clients tab.

I do not see Messages in my menu.

Messages shows only for coaches who belong to an organization and have Messaging on for their account. Solo coaches do not have it. To chat with a client, use the chat icon on the Clients tab. If you are in an organization and still do not see Messages, contact support. On mobile you may see "Messaging Not Available" when Messaging is off for your organization.

I pressed and held a message and nothing happened.

Press and hold does not work on a message. Use the ... button. Press and hold works on a channel in the Messages list. It opens Mute Channel.

I do not see Edit on a message.

You cannot edit a message with a file or photo. You can still delete it.

Can I edit a message in a chat with a client?

No. Edit and delete work in the Messages channels and direct messages. They do not work in the chat from the client's page or the chat bubble on Home.

What is the difference between Public and Private channels?

Anyone in your organization can find and join a public channel. A private channel is invite only. A member must add you. On mobile, "No channels to join" means there are none you can join. A private channel cannot be joined. Ask someone in it to add you.

I do not see Channel Permissions.

Only org admins can make a channel read-only or a default channel.

I cannot find a person to add.

Type at least part of their name. Only people in your organization show.

I do not see the pencil icon on a channel.

Only org admins can rename, change or delete a channel. Ask your org admin.

Can I undo deleting a channel?

No. The channel and its messages are gone for everyone.

Can I edit or delete a channel in the mobile app?

No. Do this on the web. In the mobile app you can create channels, join them and manage members.