How to send a dashboard message

How to send a Dashboard message to your clients
Estimated Reading Time: 5 minutes
Applies to: Pro and Premium

Quick Summary

A Dashboard message allows you to post a short announcement that clients see on their Dashboard (Home) inside the app or client portal.

It is useful for quick updates such as schedule changes, reminders, or studio announcements.

Why This Matters

Dashboard messages help you communicate important updates to clients when they open the app. This ensures key information is visible without sending an email.

Step by Step Approach

Step 1: Open the marketing section: Marketing
– This section allows you to create messages for your clients.

Step 2: Create a news item: Marketing > Create news items
– This opens the message editor.

Step 3: Select the message type: Dashboard message
– Choose Dashboard message so it appears on the client Dashboard.

Step 4: Write your message: Message
– Add a title and the message clients will see.

Step 5: Choose who should see the message: Send to
– Select all clients or a specific group, location, or product.

Step 6: Publish the message: Submit
– The message will appear on the client Dashboard.

Best Practice

Keep Dashboard messages short so clients can quickly read them when opening the app.

Pro Tips

Use Dashboard messages for quick updates and use newsletters when you want to send email communication.

Common Questions

Will clients receive an email when I post a Dashboard message?
– No. The message appears only on the client Dashboard.

Where do clients see the message?
– On their Dashboard (Home) when they open the app or client portal.

Next logical steps

– How to send a newsletter to your clients
– How to create client groups