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Communication

How to use Messages in CoachNexa

Chat directly with your clients inside CoachNexa — secure, threaded and always in one place.

⏱ About 4 min · Updated 25 Sep 2026

Here is how Messages works in CoachNexa, step by step.

  1. Open Messages

    Click Messages in the sidebar. The left pane lists every client conversation; unread threads are highlighted.

  2. Start a conversation

    Click + Add a client to begin a thread with someone you haven't messaged yet, then select them from the list.

  3. Send a message

    Pick a conversation, type in the "Type a message…" box and hit send. The client sees it instantly in their portal and is notified by email or push.

  4. Reply to incoming messages

    When a client messages you, a badge appears on the Messages nav item. Open the thread to read and reply — the badge clears automatically.

  5. Share files and links

    Attach a document or paste a link in a message to share resources, worksheets or scheduling links inside the conversation.

  6. Keep a full history

    Every message is saved per client, so you always have the full context of your coaching relationship at your fingertips.

  7. What your client sees — Client gets your message in their portal

    Your message appears instantly on the client's Messages page, and they receive an email or push notification so they never miss it.

  8. What your client sees — Client replies from their portal

    The client types a reply in the same thread. Their response raises a badge on your Messages nav item so you can answer promptly.

Tip: Set boundaries — let clients know your reply window (e.g. "I answer messages within 24 hours on weekdays"). Tip: Use Messages for quick check-ins and Session Notes for structured summaries.

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