Announcements let you send a single message to many clients at the same time. They’re useful for practice-wide updates, payment reminders, scheduling changes, or any time you want to reach a group of clients with one quick message.
Heads up: Clients can currently only see announcements in the Upheal Client Portal mobile app. Email and desktop notifications are coming soon.
Unlike secure messaging, which is a back-and-forth chat with a single client, announcements are a one-time broadcast. Each client receives the message privately, but they can’t reply or see who else got it.
Turning on announcements
Note: If you haven’t set up Secure Messaging yet, you’ll need to do that first. See Setting up secure messaging.
Announcements are enabled from the same place as secure messaging. If you’ve already set up secure messaging, follow the steps below to set up announcements. If you haven’t, start there first.
To set up announcements:
Click Settings in the left sidebar.
Click Portal and messaging.
Under Feature access, toggle Announcements (bulk messages) on.
Announcements are now available alongside your direct messages.
Sending an announcement
Announcements work as a one-time broadcast. You pick the clients you want to reach, write a single message, and send it. Each client receives it on their own, without seeing who else is on the list.
To send an announcement:
Click Messaging in the left sidebar.
Click the Announcements tab at the top.
Click the + button to start a new announcement.
In the To: field, click Add clients and pick the clients you want to reach. You can select more than one. To send to everyone, click Select all on the right. To clear your selection and start over, click the x.
Add a Title.
Write your message in the Write your announcement… field.
Click Send in the bottom right corner.
Every client on your list will receive the announcement. It will also appear in your Announcements list, so you can refer back to it later.
Reusing recipients for a new announcement
If you regularly send announcements to the same group of clients, you can reuse the recipient list from a previous announcement instead of rebuilding it from scratch.
In the Announcements list, find the announcement that has the recipients you want to reuse.
Click the … menu on that announcement.
Select Reuse recipients.
Write your new title and message, then click Send.
Your new announcement goes out to the same group of clients as before.