You can send a file to your client through the chat while a MyThrive coaching session is in progress.
Before you send a file
Check that:
the file is intended for the client in the session;
it does not contain confidential information about anyone else;
you have selected the correct file;
the file is ready for the client to view.
How do I send a file during the session?
Join the coaching session in MyThrive.
Select Chat from the session controls.
Select the paperclip icon beside Type your message.
Choose the file you want to send.
Wait for the file to attach to your message.
Add a short message explaining what the file is, if helpful.
Select the send icon.
What happens next?
The file will appear in the session chat.
The client can open or download it during the coaching session.
Tell the client when you have sent the file so they know to check the chat.
What should I do if I select the wrong file?
Remove the attachment from your message before selecting the send icon.
Check the file name carefully, then attach the correct file.