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How to use internal messaging for daily coordination

Overview​

Internal messaging can help teams coordinate on schedule changes and unresolved assignments.

Plan, role, and configuration notes​

  • Messaging availability depends on your plan and tenant features.
  • Conversation scope (employees only, admin-only flows, client conversations) depends on configuration.
  • In some environments, only specific role combinations are allowed.

Before you start​

Make sure:

  • team roles are clear
  • message recipients are correctly selected
  • urgent updates are prioritized

Steps​

  1. Open the internal messaging area.
  2. Select the relevant team or recipients.
  3. Write a short, actionable message.
  4. Reference the related shift, request, or period.
  5. Send and monitor responses.

Tips​

  • Use clear subjects with date and client context.
  • Keep urgent messages concise.
  • Confirm closure for high-impact issues.