Chat settings

Adding a Chat to your program

  • With the editing turned on,in the section you wish to add your chat, click the "Add a coaching activity or resource" link and choose Chat All settings may expanded by clicking the "Expand all" link top right.

Name of this chat room

  • Whatever you type here will form the link coachees click on to enter the chat so it is helpful to give it a name that suggests its purpose - for example "Client  discussion" or "Coaching open meeting".


Type the description of the chat here. Include precise instructions for clients regarding the subject of the chat. Click "Show editing tools" to display the rich text editor, and drag the bottom right of the text box out to expand it.

Display description on program page

If this box is ticked, the description will appear on the program page just below the name of the Chat.

Chat sessions

(These settings are collapsed by default.)

Next chat time

  • The day and hour of the next chat session. This will appear in the calendar so clients know the schedule but it doesn't stop them accessing the chatroom at any other time.
  • If you don't want them in the chatroom at other times, then hide it (with the eye icon) or use Conditional activities to restrict access.
  • If you don't wish to schedule chat times then ignore this and choose from the next settings.

Note: For programs involving users across different time zones, it is useful to know that the time you set here will be adjusted to match the time zone of the user viewing it.

Repeat/publish sessions

  • There are four options for scheduling future chat sessions:
  1. Don't publish any chat times- there are no set times and clients are welcome to chat at any time.
  2. No repeats - publish the specified time only- only the Next chat time will be published. This could be used to schedule special events or meetings or simply to help coachees identify a common time in which they can expect to find other coachees in the chat room.
  3. At the same time every day- Daily chats are useful for scheduling daily office hours or work sessions with coachees.
  4. At the same time every week--This setting will schedule a chat for the same day and time every week, which could be useful for instance for meeting and reviewing key ideas and questions related to the week’s content/assessment.

Save past chat sessions

  • Choose from the dropdown how many days to save - or save everything by selecting Never delete messages
  • If you have any concerns about discussions that might take place in your chat room, you may want to keep transcripts to check the suitablility of what is discussed. If your coachees are using the chatroom to collaborate on a group project you won't want to delete the messages until the project is complete.

Everyone can view past sessions

  • Decide here whether or not allow everyone to view past chat sessions. (Coaches can always view past sessions)

Common module settings

(These settings are collapsed by default.)

See Common module settings

Restrict access/Activity completion

(These settings are collapsed by default)

These settings are visible if Conditional activities and Activity completion have been enabled in the coaching hub and the program.


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