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How to Use the Conversation Dock (Pop-Out Chat)

Open a floating chat window to message clients without leaving your current page — available from the client list, compliance tracker, forms, tasks, and more.

Written by Xenios Charalambous
Updated over a month ago

The Conversation Dock is a floating mini-chat window that lets you message a client without navigating away from whatever you're working on. It pops up in the bottom-right corner of the screen.


How to Open It

Click the message icon next to any client's name throughout FitMetrics. It's available from:

  • Trainerize Clients — message icon on each client row

  • Compliance Tracker — message icon in the grid

  • Form Submissions — message icon next to each client

  • Form Analytics — message icon in drill-down views

  • Tasks — message icon on task cards

  • Smart Habits — message icon on client rows

  • Team Performance — send buttons

  • Messages page — "Pop out" button in the chat header


What You Can Do

The dock is a full messaging interface in a compact window:

  • View full message history

  • Send messages with all composer tools (AI Draft, Quick Responses, attachments, voice, emoji)

  • Switch to Notes mode

  • Access all conversation threads


Window Controls

  • Expand/Collapse — toggle between compact and larger window size

  • Minimize — collapses to a small avatar bubble in the corner. Click the bubble to restore.

  • Close — removes the window

  • Click client name — navigates to their full client profile


Multiple Conversations

You can have multiple dock windows open at once. They tile side-by-side from right to left. If there isn't enough screen space, extra windows become avatar bubbles that you can click to restore.

Minimized windows stack as circular avatar icons on the right edge of the screen.


When to Use It

  • Reviewing compliance — spot a client who needs attention, message them without leaving the tracker

  • Reviewing form submissions — follow up on a specific answer immediately

  • Managing tasks — message a client about a task without switching pages

  • Multi-tasking — keep several client conversations open while working on other features

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