💬 How to Chat with Clients

Securely message your clients in real time — right from your professional dashboard.

🎥 Watch: How to Chat with Clients

✅ What You Can Do Here:

• 🗨️ Start a New Message

  Click the chat bubble icon in the top-right corner of the dashboard.

  Then click the ➕ plus sign to start a new thread or select an existing one.

• 💬 Send a Message

  Type your message into the text box and click the arrow icon to send.

• 🔐 Keep Communication Secure

  All chats are encrypted, organized by client, and logged for easy reference.

  Messages are HIPAA-compliant and visible only to authorized team members.

💡 Pro Tip

🕓 Encourage clients to turn on notifications so they never miss an important message.

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