Sending Messages to All Clients

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.

Choosing this option as the recipient lets you send a message to every client in your Personal Clients tab or every contact (with an Active or Lead status) if you're sending from a team.

This message is sent as a broadcast, meaning it appears in the client portal for all active and lead clients, even those added later.

• Clients active at the time will receive a notification
• Clients added afterward won’t be notified, but can still view the message in their portal

This ensures important updates are accessible to all clients.

Sending a Message Broadcast to All Clients

1. Click on the Message icon at the top-right corner of your account.

2. In the Message Center, click on + New Thread.

   

3. Ensure that you choose All Clients for the recipients field.

   

   1. Choose a team where you're sending this message from.
   2. Check the Locked option if you don't want to allow replies.
4. Click Next to open the composer.

5. You can add a Subject (optional) for your chat and you can enter the contents of your message in the field.

   

   1. Choose a text template by clicking on the Magnifying Glass icon.

      

   2. For more information on Templates, refer to this article: Text Templates for Team Members
6. Click on Send when your message is good to go.

Allowing Replies

For most announcements, it’s best to lock “All Clients” messages to keep them one-way. It's ideal for reminders, updates, or important information.

If replies are enabled:

• Clients will see and receive each other’s responses
• Client names will be visible in the thread

For larger audiences, locked messages help keep communication clear. For smaller groups (like classes or workshops), enabling replies can encourage discussion and connection.

How will I know which clients can see this message?

If you have an active “All Clients” message, clients with Lead or Active status can view it in their client portal.

• If a client does not have their portal enabled, they will only receive the message if they were active or a lead at the time it was sent (via email or SMS notification).

If a broadcast message is no longer relevant, you can delete the thread to remove it from all client portals.

As long as it remains active, it will stay visible to all clients. Once deleted, it will no longer appear in their message centers.