How to Enable Trainers to Respond as Themselves

In this guide, you’ll learn how to enable trainers to respond as themselves in the new Messages view within your Member Management settings on your fitness business management software platform.

1. Access Account Settings

Click “Account” to access your account settings.

2. Open Customize Platform

Click “Customize Platform” to modify platform settings.

3. Select Platform Settings

Click “Platform” to view platform configuration options.

4. Enable ‘View All Conversations’ Setting

Toggle on the option labeled “When viewing your Messages, view all conversations with all staff members on your platform.”

5. Open Messages Section

Click “Messages” to access the messaging area.

6. Select Trainer Conversation

Click the conversation labeled “Nate Elliot with Alicia Trainer” to open it.

7. Open Messaging Area

Click the message box to open it and start typing your response.

8. Verify the Warning Message

You will be prompted with a warning indicating that this conversation is not owned by you.

9. Confirm Message Send

Click “Send” when you’re ready to confirm your message.

10. Verify Sender

Review the message details to check the sender. It should display the head trainer’s name.

11. Open Trainers Section

Click “Trainers” to access the list of trainers.

12. Select Trainer

Back under the “Account” settings, go to the “Trainers” tab. Select the specific trainer whose permissions you want to adjust.

13. Open Permissions Tab

Click “Permissions” to view and edit trainer permissions.

14. Access Messages Permissions

Click “Messages” to manage messaging permissions for the trainer.

15. Select Manage All Messages

Change the setting to “Can manage all” and save. Updating this permission will allow the trainer to view all other staff members’ messages.

16. Save Trainer Settings

Click “Save Trainer” to save the updated permissions and settings.

17. Return to Messages

Click “Messages” to return to the messaging interface.

18. Message Thread

A trainer with this permission setting can now send messages as themselves on any conversation. Logged in as the trainer, go to the “Messages” tab and select a conversation between another staff member and a client.

19. Send Message

Enter a message and click the send icon.

20. Send New Message

Click “Send” to send the new message.

21. Verify Sender

Review the message details to check the sender. It should display the staff member’s name.

Conclusion

You’ve now enabled trainers to respond as themselves by adjusting messaging permissions and trainer settings in the Exercise.com platform. This feature ensures trainers can communicate directly and personally with clients. For more information, see related articles on messaging and staff management.