How to Add and Use Announcements in Britixo Practice Management Software?

Announcements in Britixo let you broadcast important internal messages to your staff members. Whether it’s a system maintenance update, a company-wide notice, or new policies, announcements ensure your team stays informed within the CRM environment.

This guide walks through creating, targeting, and managing announcements in Britixo.

👥 Step-by-Step Instructions:

Accessing the Announcements Module.

Log in to Britixo: https://britixo.com/app/login
Go to the left sidebar and navigate to:
Utilities → Announcements

You’ll see a list of current and past announcements with their status, visibility, and creation dates.

Creating a New Announcement.

Click the “New Announcement” button (top right)
Fill in the announcement form with the following fields:

Field	Description
Subject	The headline of your announcement (e.g., “System Downtime Scheduled”)
Message	Full content of the announcement, supports rich text formatting
Show to Staff Members	Enable to display the message to all internal users
Show to Customers	(Optional) Check this only if you want it to appear on the client portal
Date Added	The date the announcement will be published
Date Expiry	The date the announcement should automatically expire and be hidden
Allow Dismissal	Enable this to let users dismiss the message once read
Is Sticky?	Keeps the announcement pinned at the top (useful for urgent messages)

Click Save

Once saved, the announcement is immediately published according to the settings.

Announcement Visibility Options.

Britixo allows you to control who sees your announcement:

Staff Only: Most internal updates fall into this category.
Clients Only: Announcements appear in the client portal dashboard.
Both: For updates relevant to all users, such as public holidays or payment gateway issues.

Where Announcements Appear.

Audience	Location
Staff	Displayed at the top of their dashboard upon login
Clients	Appears on their portal dashboard when “Show to Customers” is checked

Staff and customers can dismiss announcements (if “Allow Dismissal” is enabled).

Managing Existing Announcements.

Edit: Use the pencil icon next to any entry
Delete: Click the trash icon to permanently remove it
Reorder: Not available — order is based on date and sticky setting
Search/Filter: Use the search bar or filter by audience/active status

You can always come back and extend or change the expiry date or visibility options.

Access Permissions.

Only users with admin access or announcement permissions can add/edit announcements
Regular staff can only view announcements addressed to them
Clients never see internal announcements unless explicitly shared