How do I message my clients in LCH Core?
Messages keeps every conversation with your clients in one place, right next to their sessions, notes and tools. No more digging through texts, DMs and email threads to find what someone said.
Where to find Messages
In the left menu, click Messages. If you have unread messages, you’ll see how many next to the name, like Messages (2).
Your conversations are listed on the left. Click one to open it, or use Search conversations to find someone fast.
How to start a conversation
- Click + New Conversation.
- Search by name or email, and click the person you want.
- Click Start Conversation.
- Type your message. Click the smiley face to add an emoji.
- Press send.
You can message anyone in your Contacts: clients, prospects and buyers.
If someone contacted you from your directory profile and their details are still locked, you’ll see the option to unlock them first. See What happens if someone contacts me?
What your client sees
Your client finds your message under Messages in their portal, and replies right there.
They also get an email a few minutes after you send it, with a link straight to the conversation. If you send a few messages in a row, they come together in one email, so you won’t flood their inbox. If they’ve already read it in their portal, no email is sent.
It works the same way for you: when a client messages you, you get an email. Add us to your safe sender list so these don’t land in spam.
Try it with your Preview Client
Send a message to your Preview Client, then click View as Client to see it from their side. See How do I use my Preview Account to see what my clients see?
Ways to use Messages
- Check in between sessions. A quick “How did the conversation with your boss go?” shows you remember, and keeps the work going. See How to keep clients engaged between sessions
- Reach out to quiet clients. Filter the Engagement Report for Quiet or At risk, then send a light “how’s it going?”
- Follow up with a prospect. Someone booked a discovery call or downloaded your freebie? A friendly note is often all it takes. See How to convert a Prospect or Buyer into a coaching client
- Suggest the next step. When a package is ending, name what they achieved and suggest what’s next. See How to continue the coaching relationship after a package ends
Frequently Asked Questions 
Contact Support 