Create Private Conversation

Private conversations allow staff members to communicate one-on-one without the messages appearing in shared notes or task feeds. Use private messages for sensitive discussions, quick questions, or personal matters.

Overview

Feature

Description

One-on-One

Messages between two staff members only

Real-time

Instant delivery with push notifications

History

Full conversation history preserved

Mobile

Works on iOS, Android, and web

Starting a Private Conversation

Step 1: Access Private Messages

  1. Go to Staff in the left navigation menu

  2. Click Private

  3. You'll see an orange badge if you have unread messages

Step 2: Select a Staff Member

  1. Click the + button or select a name from the list

  2. Type your message

  3. Press Send

Managing Private Conversations

Reading Messages

  • Unread conversations show a "new" label

  • Click the conversation to view the full history

  • Messages are marked as read automatically

Notifications

  • Push notifications are sent for new private messages

  • Notifications follow your personal notification settings

  • See User Settings & Notifications to configure

Use Cases

Scenario

Example

Quick questions

"Can you cover my shift Saturday?"

Sensitive matters

Performance feedback, HR discussions

Personal coordination

Scheduling, ride sharing

One-off requests

"Where did you put the spare key?"

Tips

  1. Keep it brief: For complex discussions, consider a task or meeting

  2. Use for the right purpose: Sensitive topics only - operational notes should be shared

  3. Check notifications: Ensure you receive private message alerts

  4. Mobile access: Private messages sync across all devices

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