'All Clients' Messages

Need to share an update with every client at once? Use the All Client Message feature to send announcements, policy changes, schedule info, or just a friendly check-in. Currently, sending an 'all client' message will send to every client in your personal clients tab or team you are sending from with an active or lead status.

This message functions as a broadcast, meaning it will appear in the message center of the client portal for all active and lead clients—even those whose profiles are created after the message is originally sent.

✅ If a client is active at the time the message is sent, they’ll receive a notification.

🔔 If a client is added after the message is sent, they won’t receive a notification, but the message will still be visible in their client portal as long as their portal is enabled.

This ensures important announcements remain accessible to all clients, regardless of when they joined!

Sending a Message Broadcast to All Clients

  1. Open the Message center (message icon at the top right of your account)

  2. Start a New Thread

    Click the “+ New Thread” button in the top corner to open the "all" message composer

  3. Add a subject
  4. Select "All Clients" from the dropdown in the "to:" field
  5. Select the "Team" or tab group you want to send message to
  6. Decide if you want to allow replies (defaults to not allowing replies)
  7. Compose Your Message
    • Write a friendly subject line: e.g. “Welcome to July — Updates & Reminders!”
    • Craft your message in the body: updates, links, or a check-in question.
    • Optional: Include a link or add an image to the message with the formatting menu!

  8. Send

    Click send when your message is ready to go!

Allowing Replies

In most cases, it's likely best to keep an "All Clients" message locked to prevent replies. This keeps the message one-way—ideal for announcements, reminders, or updates where no response is needed.

The video below shows what a client sees in their portal when a message is locked versus when replies are allowed.

⚠️ If replies are enabled:

  • All clients will receive and see each other's responses.
  • Client names will be visible to everyone in the thread.

For general announcements—like an upcoming event or reminder—a locked message works best.

However, if you're working with a small group (like a class or workshop) where clients know each other, allowing replies can encourage conversation and connection.

How will I know which clients can see this message?

If you have an "active" all client message out, any client in your list in a lead or active status has access to that message in their client portal message center. If a client does not have their client portal enabled, they will only see that message if they were an active or lead client at the time the message was sent, via their email/SMS notification about the new message.

This client below enabled their client portal after the all client message was sent, but will see they have 2 unread messages in their message center when they first sign in!

If your broadcast message is no longer relevant—such as after a vacation ends or a workshop has passed—you can simply delete the message thread to remove it from all client portals.

As long as the message remains active, it will continue to be visible to all clients associated with your team or business. Once deleted, it will no longer appear in their message centers.