How to Add and Use Announcements in Britixo Practice Management Software?
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.
Accessing the Announcements Module.
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.
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) |
Once saved, the announcement is immediately published according to the settings.
Announcement Visibility Options.
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.
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.
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.
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
Use Cases.
Use Cases.Alert staff to upcoming system updates or outages
Notify clients about holiday closures or billing updates
Share internal newsletters or monthly updates
Introduce new staff policies or changes to processes
Make announcements sticky for emergency messages