Send client announcements

You can use client announcements to push a message onto your clients dashboard.

A screenshot of a simple announcement wishing client a happy new year

To create an announcement:

  1. Go to Settings and select Announcement.

  2. Select Display announcement to all clients.

  3. Enter the Heading for your announcement.

  4. Enter your Message . Typical text editing options are available on the page for formatting, inserting links, images and even embedding videos.

To embed a video in an announcement it must be hosted on a site such as YouTube or Vimeo.

  1. Select Update. The announcement will be displayed for your clients on their dashboard.

  2. To turn off an announcement clear the Display announcement to all clients check box and select Update.