Messages
The Messages section gives you a real-time chat channel with each of your clients. Send text, share emoji reactions, and start a video or phone call — all from the same place. Clients can access the same conversation from their portal, making it a seamless two-way communication channel.
[Screenshot: Messages page showing the conversation list on the left and an active chat on the right]
Who Can Use Messages
- Providers can message any client in their practice
- Clients can message their provider from their portal
- Staff members with the appropriate role can also participate
Messages are end-to-end secure and only visible to you and the client involved in the conversation.
Overview of the Messaging Layout
The Messages page is split into two panels:
| Panel | What’s here |
|---|---|
| Left — Conversations list | All your clients who have an active conversation with you. Shows the last message and an unread badge if there are new messages. |
| Right — Chat window | The full conversation history with the selected client, plus the message input at the bottom. |
Real-Time Messaging
Messages are delivered in real-time — both you and the client see new messages instantly without needing to refresh the page. You’ll also see an online indicator next to a client’s name if they’re currently active on the platform.
Features at a Glance
| Feature | Description |
|---|---|
| Text messages | Type and send text messages |
| Emoji picker | Add emoji to your messages with the emoji panel |
| Online presence | See if a client is currently online |
| Load older messages | Scroll up to load earlier messages in the conversation |
| Start a video call | Launch a video call directly from the chat window |
| Mobile support | Full messaging experience on mobile |