Help Center › Messaging

Messaging

Communicate directly with your trainer or PDIs through the built-in messaging system.

Accessing Messages

Open the messaging feature from the chat icon in the navigation menu. You'll see all your conversations listed.

Starting a Conversation

  1. Click "New Conversation" or the compose button
    Open the new message form.
  2. Select the recipient
    Choose who you want to message - your trainer (if you're a PDI) or one of your PDIs (if you're a trainer).
  3. Type your message
    Write your message in the text field.
  4. Send
    Click the send button to deliver your message.

Replying to Messages

  1. Click on a conversation to open it
  2. Read the message history
  3. Type your reply in the message box at the bottom
  4. Click send

Attachments

You can attach files to your messages:

  1. Click the attachment icon (paperclip)
  2. Select a file from your device
  3. The file will be uploaded and attached to your message
  4. Send the message as normal
Use Cases

Attachments are useful for sharing lesson plans, useful articles, or photos of training materials.

Notifications

When you receive a new message:

  • A notification badge appears on the chat icon
  • You may receive an email notification (depending on your settings)
  • The conversation appears at the top of your list with an unread indicator

Managing Conversations

Archiving

Archive conversations you don't need to see regularly:

  1. Open the conversation
  2. Click the archive option
  3. The conversation moves to your archive

Archived conversations aren't deleted - you can unarchive them if needed.

Leaving a Conversation

If you're in a group conversation, you can leave it:

  1. Open the conversation settings
  2. Click "Leave Conversation"
  3. Confirm your choice

Group Conversations

Trainers can create group conversations with multiple PDIs:

  1. Create a new conversation
    Start the new message process.
  2. Add multiple members
    Select all the PDIs you want to include.
  3. Send your message
    Everyone in the group will receive it.
Use Cases

Group chats are useful for announcements, sharing resources with all your PDIs, or coordinating group training sessions.

Messaging Best Practices

Be Clear and Concise

Get to the point quickly. If you need a detailed discussion, consider arranging a call or meeting.

Respond Promptly

Try to reply to messages within a reasonable time. If you can't respond fully, a quick acknowledgement shows you've seen the message.

Use for Appropriate Topics

Messaging is great for:

  • Quick questions
  • Scheduling and logistics
  • Sharing resources
  • Following up on observations

Keep Records Professional

Remember that messages create a record. Keep communication professional and relevant to your training relationship.