Practitioner Help Centre

How do I use direct message?

If you have received a booking request or reservation from a client, you are able to connect with them over live chat. 

When you log in to your practitioner dashboard, you will be able to access these in the "My messages" menu.

You might like to use this to say hello, ask a question before your appointment, or provide more information.

Clients will also be able to initiate a live chat with you. You will receive a notification via email and text message when there is a new live chat message. 

Chat is in real-time, so you and your client can see the messages instantly.

Currently, we only support one-on-one message chatting (so no group chatting or sharing of images, documents, or voice messages).

Please note that the chat feature is monitored by the SoulAdvisor team. If there are issues that are better discussed over the phone or Zoom (such as detailed personal or medical issues), you can ask SoulAdvisor (via [email protected]) to add a FREE 15-minute discovery call option to your profile and direct the client to book this session. 

Once a reservation request or booking is made, you will be able to contact your clients through this live chat or vice versa. This will enable you to send any pre-session questionnaires or post-session support information.

This new feature has been automatically applied to all SoulAdvisor profiles, so you do not need to do anything to set it up. 

If you have any concerns about an interaction over live chat, you are able to report a user for SoulAdvisor to investigate.

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